Private Bank - Client Service Associate @ (July 2012 - November 2013)
Matt Stanton Education
W. P. Carey School of Business – Arizona State University
Bachelor's Degree (Businesss Communications)
Villanova School of Business
Master of Business Administration (MBA)
Matt Stanton Skills
Data Analysis
Microsoft Excel
Customer Service
PowerPoint
Microsoft Word
Microsoft Office
Public Speaking
Teamwork
Java
Social Media
Research
English
C++
Series 7
Series 63
Loan Origination
Client Development
Relationship Management
Private Banking
Mortgage Lending
Home Equity Lines of Credit
Investments
Investment Strategies
Salesforce.com
Sales Presentations
Sales
Client Education
Portfolio Management
Wealth Management
Finance
Banking
Financial Services
CRM
Marketing
Leadership
Financial Analysis
Outlook
Account Management
Alternative Investments
Asset Allocation
Asset Management
Client Prospecting
Client Relations
Due Diligence
Family Offices
Fundraising
Hedge Funds
Institutional Investments
Institutional Sales
Internal Communications
Lead Qualification
Private Equity
RIAs
Real Estate Financing
Team Leadership
Venture Capital
Matt Stanton Summary
Matt Stanton, based in Philadelphia, PA, US, is currently a Private Banker at Citi. Matt Stanton brings experience from previous roles at Citi and J.P. Morgan. Matt Stanton holds a Bachelor's Degree in Businesss Communications @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Data Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word and more. Matt Stanton has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Matt Stanton?
Find contact details for 700 million professionals.