Matthew Bowen Email & Phone Number
Wealth Management Advisor @ U.S. Bancorp Investments, Inc.
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Matthew Bowen Location
- Santa Monica, CA, US
Matthew Bowen Work
- 2023 -now Wealth Management Advisor @
- 2016 -2023 Vice President, Senior Financial Advisor @ UnionBanc Investment Services LLC
- 2012 -2016 Private Client Advisor @
- 2011 -2012 Financial Advisor @
- 2009 -2010 Financial Advisor @
- 2008 -2009 Sales Associate @ The Berkely Group
- 2006 -2007 Marketing Rep @ Premiere Trade
- 2004 -2006 Mutual Fund Accountant @ The Bank of New York
Matthew Bowen Education
- University of Central Florida
Bachelor of Science in Business Administration (Sigma Alpha Epsilon)
2000-2004
Matthew Bowen Skills
- Leadership
- Microsoft Office
- Mutual Funds
- Securities
- Accounting
- Finance
- Insurance
- Sales
- Portfolio Management
- Microsoft Excel
- CRM
- New Business Development
- Analysis
- Marketing
- Mortgage Lending
- Banking
- Business Development
- Investments
- Wealth Management
- Financial Markets
- Series 7
- Management
- Retirement
Matthew Bowen Summary
- Matthew Bowen, based in Santa Monica, CA, US, is currently a Wealth Management Advisor at U.S. Bancorp Advisors. Matthew Bowen brings experience from previous roles at UnionBanc Investment Services LLC, JPMorgan Chase & Co., Wells Fargo Advisors and Morgan Stanley Smith Barney. Matthew Bowen holds a 2000 - 2004 Bachelor of Science in Business Administration in Sigma Alpha Epsilon @ University of Central Florida. With a robust skill set that includes Leadership, Microsoft Office, Mutual Funds, Securities, Accounting and more. Matthew Bowen has 6 emails and 5 mobile phone numbers on RocketReach.
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