Matt Roop Email & Phone Number
Wealth Manager and Shareholder @ Deerfield Financial Advisors
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Matt Roop Location
- Carmel, IN, US
Matt Roop Work
- Wealth Manager and Shareholder @ (April 2015 - Present)
- Principal @ Catalyst Financial Consulting, LLC (January 2014 - April 2015)
- Owner @ Premier Fence of Indiana, LLC (September 2012 - February 2014)
- Estimator @ Capitol City Fence Co, Inc. (January 2007 - August 2011)
- Portfolio Manager @ Bedel Financial Consulting (September 2004 - October 2006)
- Portfolio Consultant @ (January 2001 - January 2002)
- Portfolio Consultant @ (January 1998 - January 2001)
- Registered Representative @ (January 1997 - January 1998)
Matt Roop Education
- The George Washington University School of Business
Master of Business Administration (MBA) (Finance and Investments)
2002-2004 - Indiana University Bloomington
Bachelor of Science (BS) (Nuclear Medical Technology/Technologist)
1991-1995 - Heritage High School - Fort Wayne 1987-1991
- CFP Board
CERTIFIED FINANCIAL PLANNER™
2001
Matt Roop Skills
- Strategic Planning
- Project Management
- Budgets
- Customer Service
- Marketing
- Business Strategy
- Business Development
- Team Building
- Construction
- Project Planning
- Contract Management
- New Business Development
- Sales
- Negotiation
- Leadership
- Management
- Investments
- Financial Planning
- Portfolio Management
- Retirement Planning
- Investment Advisory
Matt Roop Summary
- Matt Roop, based in Carmel, IN, US, is currently a Wealth Manager and Shareholder at Deerfield Financial Advisors. Matt Roop brings experience from previous roles at Catalyst Financial Consulting, LLC, Premier Fence of Indiana, LLC, Capitol City Fence Co, Inc. and Bedel Financial Consulting. Matt Roop holds a 2002 - 2004 Master of Business Administration (MBA) in Finance and Investments @ The George Washington University School of Business. With a robust skill set that includes Strategic Planning, Project Management, Budgets, Customer Service, Marketing and more. Matt Roop has 2 emails and 1 mobile phone numbers on RocketReach.
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