Matthew Buckley Email & Phone Number
Principal Review Unit Manager @ Citizens Securities, Inc.
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Matthew Buckley Location
- Johnston, RI, US
Matthew Buckley Work
- Principal Review Unit Manager @ (June 2025 - Present)
- Regional Supervisory Officer @ (August 2022 - June 2025)
- Compliance Officer @ (July 2020 - August 2022)
- CSI Principal Control Analyst @ (June 2017 - July 2020)
- Operational Specialist @ (February 2015 - June 2017)
Matthew Buckley Education
- Rhode Island College
Bachelor of Science (B.S.) (Finance, General)
2015-2020
Matthew Buckley Skills
- Banking
- Finance
- Financial Analysis
- Risk Management
- Financial Services
- Credit
- Insurance
- Mutual Funds
- Equities
- Series 7
- Series 63
- Leadership
- Fixed Annuities
- Microsoft PowerPoint
- Investments
- Communication
- Variable Annuities
- Unified Managed Accounts
- Structured Notes
- Series 66
- Equity Indexed Annuities
- Wealth Management
- Life Insurance
- FINRA
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Separately Managed Accounts
- Training
- Time Management
- Microsoft Outlook
- Customer Service
- Series 24
- Problem Solving
- Trading
- Trade Compliance
- Securities
Matthew Buckley Summary
- Matthew Buckley, based in Johnston, RI, US, is currently a Principal Review Unit Manager at Citizens Wealth Management. Matthew Buckley brings experience from previous roles at Citizens Wealth Management. Matthew Buckley holds a 2015 - 2020 Bachelor of Science (B.S.) in Finance, General @ Rhode Island College. With a robust skill set that includes Banking, Finance, Financial Analysis, Risk Management, Financial Services and more. Matthew Buckley has 2 emails and 1 mobile phone numbers on RocketReach.
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