Matt Vallebo Email & Phone Number
Wealth Manager @ Presidio Capital Management
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Matt Vallebo Location
- San Diego, CA, US
Matt Vallebo Work
- 2022 -now Wealth Manager @
- 2019 -2022 Associate Wealth Manager @
- 2018 -2019 Client Service Associate @
- 2018 -2018 Administrative Associate @
- 2017 -2018 Intern @
- 2024 -now President and Treasurer @
- 2023 -2024 Treasurer @
- 2016 -2017 Bank Teller @
- 2014 -2016 Manager @
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
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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