Matthew Branch's Location
Dallas, TX, US
Matthew Branch's Work
- Client Service Manager @ Corient Capital Partners
- Financial Planner @ RGT Wealth Advisors
- Senior Financial Planner @ RGT Wealth Advisors
- CFM Analyst- Client Financial Management @ Accenture
- Management Trainee Internship @ Sherwin-Williams
Matthew Branch's Education
- Texas Tech University - Rawls College of Business
Bachelor of Business Administration (BBA) (International Business)
2006 - 2010
Matthew Branch's Skills
- Financial Analysis
- Marketing
- High Net Worth Individuals
- Customer Service
- Forecasting
- Data Analysis
- Strategic Financial Planning
- Portfolio Management
- Asset Allocation
- Management
Matthew Branch's Summary
Matthew Branch, based in Dallas, TX, US, is currently a Client Service Manager at Corient, bringing experience from previous roles at RGT Wealth Advisors, Accenture and Sherwin-Williams Paints. Matthew Branch holds a 2006 - 2010 Bachelor of Business Administration (BBA) in International Business @ Texas Tech University - Rawls College of Business. With a robust skill set that includes Financial Analysis, Marketing, High Net Worth Individuals, Customer Service, Forecasting and more, Matthew Branch contributes valuable insights to the industry. Matthew Branch has 4 emails on RocketReach.
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