Matt Vallebo Email & Phone Number
Wealth Manager @ Presidio Capital Management
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Matt Vallebo Location
- San Diego, CA, US
Matt Vallebo Work
- Wealth Manager @ (June 2022 - Present)
- Associate Wealth Manager @ (January 2019 - June 2022)
- Client Service Associate @ (June 2018 - January 2019)
- Administrative Associate @ (April 2018 - June 2018)
- Intern @ (October 2017 - April 2018)
- President and Treasurer @ (October 2024 - Present)
- Treasurer @ (November 2023 - October 2024)
- Bank Teller @ (August 2016 - October 2017)
- Manager @ (June 2014 - May 2016)
Matt Vallebo Education
- San Diego State University
Bachelor of Business Administration (Finance)
2014-2018
Matt Vallebo Skills
- Customer Service
- Microsoft Office
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- eMoney
- Morningstar
- Orion
- Analytical Skills
- Banking
- Budgeting
- Certified Financial Planner
- Charity Events
- Charity Governance
- Communication
- Customer Retention
- Decision-Making
- Estate Planning
- Fiduciary
- Finance
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Management
- Financial Markets
- Financial Planning
- Financial Planning Software
- Financial Services
- Fundraising
- Holistic Financial Planning
- Interpersonal Skills
- Investment Advisory Services
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Nonprofit Volunteering
- Personal Financial Planning
- Presentation Skills
- Relationship Building
- Relationship Development
- Retirement Planning
- Risk Management
- Tax Planning
- Trading
- Wealth Management Services
Matt Vallebo Summary
- Matt Vallebo, based in San Diego, CA, US, is currently a Wealth Manager at Presidio Capital Management. Matt Vallebo brings experience from previous roles at Presidio Capital Management. Matt Vallebo holds a 2014 - 2018 Bachelor of Business Administration in Finance @ San Diego State University. With a robust skill set that includes Customer Service, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word and more. Matt Vallebo has 2 emails and 1 mobile phone numbers on RocketReach.
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