Matt Whitaker Email & Phone Number
Financial Adviser @ Pinnacle First Financial Group, LLC
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Matt Whitaker Location
- Richmond, VA, US
Matt Whitaker Work
- 2012 - now Financial Adviser @
- 2010 - 2012 Financial Advisor @
- 2010 - 2011 Vice President - Private Client Group @
- 2004 - 2010 Financial Advisor @ Wells Fargo Advisors
Matt Whitaker Education
- Virginia Commonwealth University - School of Business
MBA (Business)
1999 - 2001 - Hampden-Sydney College
BA (Political Science)
1988 - 1992
Matt Whitaker Skills
- Portfolio Management
- Series 63
- Valuation
- Financial Analysis
- Asset Allocation
- Investment Advisory
- Series 7
- Mutual Funds
- Private Equity
- Banking
- Public Speaking
- Wealth Management
- Financial Services
- Investments
- Fixed Annuities
- Strategic Financial Planning
- Insurance
- Alternative Investments
- Asset Management
- Retirement Planning
Matt Whitaker Summary
- Matt Whitaker, based in Richmond, VA, US, is currently a Financial Adviser at Pinnacle First Financial Group, LLC. Matt Whitaker brings experience from previous roles at Sterne Agee, Anderson Strudwick and Wells Fargo Advisors. Matt Whitaker holds a 1999 - 2001 MBA in Business @ Virginia Commonwealth University - School of Business. With a robust skill set that includes Portfolio Management, Series 63, Valuation, Financial Analysis, Asset Allocation and more. Matt Whitaker has 1 emails on RocketReach.
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