Matthew Beaulieu Email & Phone Number
Regional Managing Director, Retirement Strategies Group @ Natixis Investment Managers
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Matthew Beaulieu Location
- Carmichael, CA, US
Matthew Beaulieu Work
- 2024 -now Regional Managing Director, Retirement Strategies Group @
- 2020 -2024 Senior Retirement Strategist @
- 2019 -2020 Regional Vice President @ Transamerica
- 2009 -2019 Vice President, Senior DCIO Specialist @
- 2008 -2009 Vice President @
- 2005 -2008 Director of Investment Only Sales @
Matthew Beaulieu Education
- Dominican University of California 1997-1999
- Dominican University of California
BA (Psychology)
1997-1999
Matthew Beaulieu Skills
- Series 6
- Series 63
- Series 7
- 401k
- Series 24
- Wealth Management
- Investment Advisory
- Management
- Team Building
- Financial Modeling
- Marketing
- Finance
- Strategic Planning
- Client Services
- Financial Analysis
- Digital Marketing
- Sales
- Customer Service
- Employee Training
- Contract Management
- Microsoft Office
- Adobe Creative Suite
- Display Advertising
- Digital Media
- Public Speaking
- Sales Planning
- Online Advertising
- Programmatic
- HubSpot
- Google Adwords
- Inventory Analysis
- Customer Relations
- Native Advertising
- Sales Management
- Consultative Selling
- Graphic Design
- Leadership
Matthew Beaulieu Summary
- Matthew Beaulieu, based in Carmichael, CA, US, is currently a Regional Managing Director, Retirement Strategies Group at Natixis Investment Managers. Matthew Beaulieu brings experience from previous roles at Franklin Templeton, Transamerica, Franklin Templeton Investments and Columbia Management. Matthew Beaulieu holds a 1997 - 1999 Dominican University of California. With a robust skill set that includes Series 6, Series 63, Series 7, 401k, Series 24 and more. Matthew Beaulieu has 4 emails and 1 mobile phone numbers on RocketReach.
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