Matthew Aversa Email & Phone Number
Managing Partner, Financial Planner @ Maller Wealth Advisors, Inc.
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Matthew Aversa Location
- Cockeysville, MD, US
Matthew Aversa Work
- Managing Partner, Financial Planner @ (August 2021 - Present)
- Director, Planning and Client Services @ (April 2018 - January 2023)
- Senior Planning Analyst @ (April 2018 - March 2020)
Matthew Aversa Education
- Yale School of Management 2021-2022
- The American College of Financial Services
(Finance, General)
2019-2021 - Towson University
(Business Administration and Management, General)
1991-1993 - Calvert Hall College High School
- Anne Arundel Community College
Matthew Aversa Skills
- Retirement Planning
- Financial Services
- Strategic Planning
- Employee Benefits
- Customer Service
- Management
- Charitable Gift Planning
- Leadership
- Risk Management
- Insurance Planning Services
- Estate Planning Strategies
- Insurance Needs Analysis
- Tourism
- Team Building
- Purchasing
- Golf
- Food
- Sales
- Restaurant Management
- Event Planning
- Food and Beverage
- Negotiation
- Catering
- Revenue Analysis
- Hospitality Management
- Sales Management
- Hotels
- Country Clubs
- Life Insurance
- Operations Management
- Marketing
- New Business Development
- Hospitality
- Event Management
- Training
- Resorts
- Fine Dining
- Restaurants
- Has Errors
- Financial Analysis
- Hotel Management
- Culinary Skills
- Great
- Succession Planning
- Budgets
- Banquets
- Insurance Planning
- Public Relations
- Menu Development
- Corporate Events
- Inventory Management
- Term Life Insurance
- Wedding Planning
- Golf Courses
- Hospitality Industry
Matthew Aversa Summary
- Matthew Aversa, based in Cockeysville, MD, US, is currently a Managing Partner, Financial Planner at Maller Wealth Advisors, Inc.. Matthew Aversa brings experience from previous roles at Maller Wealth Advisors, Inc.. Matthew Aversa holds a 2021 - 2022 Yale School of Management. With a robust skill set that includes Retirement Planning, Financial Services, Strategic Planning, Employee Benefits, Customer Service and more. Matthew Aversa has 2 emails on RocketReach.
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