Matthew Berger Email & Phone Number
Senior Vice President, Director of Wealth Management Sales @ F&M Trust
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Matthew Berger Location
- Waynesboro, PA, US
Matthew Berger Work
- Senior Vice President, Director of Wealth Management Sales @ (July 2026 - Present)
- Vice President, Regional Wealth Manager @ (August 2015 - July 2026)
- Investment and Trust Officer @ (January 2013 - January 2015)
- Management Trainee @ (January 2012 - January 2013)
- Cross Sales Specialist @ (January 2010 - January 2012)
- Senior Equities Trader @ Hawkeye Capital Group (January 2008 - January 2010)
- Senior Sales Associate @ RadioShack (January 2003 - January 2005)
Matthew Berger Education
- Boston University
Certificate (Financial Planning)
2021-2024 - Penn State University
B.S. (Finance)
2004-2008
Matthew Berger Skills
- Equity Trading
- Portfolio Management
- Asset Managment
- Securities
- Trading
- Financial Modeling
- Equity Research
- Financial Analysis
- Equities
- Bloomberg
- Investments
- Microsoft Excel
- Capital Markets
- Technical Analysis
- Sales
- Credit Analysis
- Telemarketing
- Sales Management
- Salesforce.com
- Asset Management
- Credit
- Derivatives
- Leadership
- Loans
- Banking
- Finance
- Management
- Financial Services
- Customer Service
- Market
- Screening
- Acting
- Market Research
- Commercial Litigation
- Utilities
- Dec Alpha
- Road
- Work Ethic
- Amdocs Clarify
- Real Estate
- Reuters
- Customer Support
- Revenue
- Design
- Evening
- Politics
- Results Driven Professional
- Programmers
- PowerPoint
- Methodology
- Pennsylvania
- Golf
- Profit
- Valuation
- Hoover'S
- Mergent
- System
- Strategies
- Deloitte
- Training
- Policy
- Virtual
- Capital
- Analysis
- Church Events
- DCF
- Selecting
- Customer Interaction
- Skiing
- Core Competencies Include
- New Hires
- Market Share
- Presentations
- Trading Floor
- Websites
- Responsibility
- Internal Audit
- Sales Process
- Qualifying
- Top Performer
- Fishing
- New York
- Hawkeye
- Trustees
- Microsoft Word
- Mitsubishi
- Budgets
- Staff Development
- Ties
- Risk
- Success Driven
- Conceptual Modeling
- Meetings
- Investment Decisions
- Traders
Matthew Berger Summary
- Matthew Berger, based in Waynesboro, PA, US, is currently a Senior Vice President, Director of Wealth Management Sales at F&M Trust. Matthew Berger brings experience from previous roles at F&M Trust, F&M Trust Co. and First Data Merchant Services. Matthew Berger holds a 2021 - 2024 Certificate in Financial Planning @ Boston University. With a robust skill set that includes Equity Trading, Portfolio Management, Asset Managment, Securities, Trading and more. Matthew Berger has 2 emails and 2 mobile phone numbers on RocketReach.
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