Matthew Branch Email & Phone Number
Client Service Manager @ Corient
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Matthew Branch Location
- Dallas, TX, US
Matthew Branch Work
- 2023 -now Client Service Manager @
- 2013 -now Financial Planner @ RGT Wealth Advisors
- 2018 -2023 Senior Financial Planner @ RGT Wealth Advisors
- 2011 -2013 CFM Analyst- Client Financial Management @
- 2009 -2009 Management Trainee Internship @
Matthew Branch Education
- Texas Tech University - Rawls College of Business
Bachelor of Business Administration (BBA) (International Business)
2006-2010
Matthew Branch Skills
- Financial Analysis
- Marketing
- High Net Worth Individuals
- Customer Service
- Forecasting
- Data Analysis
- Strategic Financial Planning
- Portfolio Management
- Asset Allocation
- Management
- Leadership
- Financial Modeling
- Financial Reporting
- Wealth Management
Matthew Branch Summary
- Matthew Branch, based in Dallas, TX, US, is currently a Client Service Manager at Corient. Matthew Branch brings 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 has 2 emails and 1 mobile phone numbers on RocketReach.
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