Matt Sherman's Location
Scottsdale, AZ, US
Matt Sherman's Work
- Financial Advisor @ Vanguard
- Financial Planner @ LearnVest
- Sr. Ops Specialist Performance and Data Recon | Advisory Accounting | Portia | Microsoft Access @ LPL Financial
- Senior Reconciliation Analyst | Managed Account Operations | Vestmark @ LPL Financial
- Senior Operations Analyst | Mutual Funds | Managed Accounts @ LPL Financial
- Mutual Fund Trade Corrections Specialist @ LPL Financial
Matt Sherman's Education
- Point Loma Nazarene University
Bachelor of Arts (Graphic Communications)
Matt Sherman's Skills
- Financial Advisory
- Series 63
- Fixed Annuities
- Fixed Income
- Retirement Planning
- Portfolio Management
- Investments
- Finance
- 401k
- Investment Advisory
Matt Sherman's Summary
Matt Sherman, based in Scottsdale, AZ, US, is currently a Financial Advisor at Vanguard, bringing experience from previous roles at LearnVest and LPL Financial. Matt Sherman holds a Bachelor of Arts in Graphic Communications @ Point Loma Nazarene University. With a robust skill set that includes Financial Advisory, Series 63, Fixed Annuities, Fixed Income, Retirement Planning and more, Matt Sherman contributes valuable insights to the industry. Matt Sherman has 3 emails and 1 mobile phone number on RocketReach.
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