Matt Romeo's Location
Richmond, VA, US
Matt Romeo's Work
- Director of Operations @ SBK Financial, Inc.
- Operations Manager @ SBK Financial, Inc.
- Financial Advisor @ Atlas Financial Richmond, VA
- Associate Wealth Advisor @ SBK Financial, Inc.
- Investment Operations @ Gordon Asset Management, LLC
- Financial Planning Intern @ Yeske Buie
- Financial Planning Extern @ Yeske Buie
- Financial Planning Intern @ SBK Financial, Inc.
Matt Romeo's Education
- Virginia Tech
BS in Business
2009 - 2013
Matt Romeo's Skills
- Moneyguidepro
- Microsoft Office
- PowerPoint
- Microsoft Word
- Schwab Institutional
- Salesforce.com
- Junxure
- Investment Advisory
- Investments
- Tamarac Advisorview
Matt Romeo's Summary
Matt Romeo, based in Richmond, VA, US, is currently a Director of Operations at SBK Financial, Inc., bringing experience from previous roles at SBK Financial, Atlas Financial Richmond, VA, SBK Financial, Inc. and Gordon Asset Management, LLC. Matt Romeo holds a 2009 - 2013 BS in Business @ Virginia Tech. With a robust skill set that includes Moneyguidepro, Microsoft Office, PowerPoint, Microsoft Word, Schwab Institutional and more, Matt Romeo contributes valuable insights to the industry. Matt Romeo has 2 emails on RocketReach.
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