Matthew Alpert Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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Matthew Alpert Location
- St. Louis, MO, US
Matthew Alpert Work
- Managing Director - Investments @ (July 2011 - Present)
- Managing Director-Investment Officer @ (July 2011 - Present)
- Regional Marketing Director @ (March 2006 - July 2011)
- Regional Vice President @ Genworth Financial (June 2004 - March 2006)
- Regional Vice President @ GE Financial Assurance (June 1997 - May 2004)
- Regional Vice President @ Life of Virginia (June 1988 - December 1996)
Matthew Alpert Education
- University of Virginia
Bachelor of Arts (B.A.) (English)
1978-1982
Matthew Alpert Skills
- Series 6
- Portfolio Management
- Retirement
- Leadership
- Relationship Management
- Investment Strategies
- Investments
- Securities
- Financial Services
- Mutual Funds
- Risk Management
- Collaborative Leadership
- Retirement Planning
- Coaching
- Asset Allocation
- 401k
Matthew Alpert Summary
- Matthew Alpert, based in St. Louis, MO, US, is currently a Managing Director - Investments at Wells Fargo Advisors. Matthew Alpert brings experience from previous roles at Wells Fargo Advisors, Lincoln Financial Distributors, Genworth Financial and GE Financial Assurance. Matthew Alpert holds a 1978 - 1982 Bachelor of Arts (B.A.) in English @ University of Virginia. With a robust skill set that includes Series 6, Portfolio Management, Retirement, Leadership, Relationship Management and more. Matthew Alpert has 2 emails and 3 mobile phone numbers on RocketReach.
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