Matt Rolfes Email & Phone Number
Basketball Official @ Michigan High School Athletic Association
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Matt Rolfes Location
- Brighton, MI, US
Matt Rolfes Work
- 2016 -now Financial Advisor @
- 2013 -now Basketball Official @
- 2006 -2016 Financial Advisor @ LPL Financial
- 2001 -2006 Investment Representative @
- 1997 -2001 Registered Representative @ OLDE Discount Stockbrokers
Matt Rolfes Education
- Central Michigan University
BS (Finance)
1992-1997 - Central Michigan University
Bachelor of Science (B.S.) (Finance, General)
1992-1997
Matt Rolfes Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Leadership
- Customer Experience
- Skilled Communicator
- Team Building
- Community Service
- Social Media
- Small Business Planning
- Strategic Partnerships
- Public Speaking
- Fixed Annuities
- Ability To Listen
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Insurance Broker/ Agent
- Community Relations
- Investments
- Prudence
- Responsiveness
- Finance
- 401k
- Education Planning
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Client Management
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Compliance
- Innovation
- Strategic Financial Planning
- FINRA
- Business Planning
- Investment Strategies
- Relationship Building
- Microsoft Word
- Marketing
- Asset Management
- Risk Management
- Change Management
- Customer Service
- Disability Insurance
- Financial Analysis
- Wealth
- Analytical
- Decision Making
- Nursing
- Protection Planning
- Series 24
- Attention To Detail
- Business Strategy
- Project Management
- Coaching
- Strategic Financial
- Health Insurance
- Diligence
- Retirement
- Judgement
- Series 7
- Employee Benefits
- Securities
- Ethical Character
Matt Rolfes Summary
- Matt Rolfes, based in Brighton, MI, US, is currently a Basketball Official at Michigan High School Athletic Association. Matt Rolfes brings experience from previous roles at Ameriprise Financial Services, LLC, LPL Financial, Edward Jones Investments and OLDE Discount Stockbrokers. Matt Rolfes holds a 1992 - 1997 BS in Finance @ Central Michigan University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Leadership and more. Matt Rolfes has 2 emails and 1 mobile phone numbers on RocketReach.
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