Matthew Case Email & Phone Number
Wealth Management Advisor @ TIAA
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Matthew Case Location
- Rochester, NY, US
Matthew Case Work
- 2022 -now Wealth Management Advisor @
- 2016 -2022 Associate Wealth Management Advisor @
- 2015 -2016 Financial Consultant @
- 2014 -2015 Associate Financial Consultant @
- 2012 -2013 Private Client Investment Assistant @
- 2010 -2012 Worksite Personal Financial Advisor Associate @
- 2009 -2009 Intern @
Matthew Case Education
- Nazareth College of Rochester
BS (Business Administration ; Economics ; Minor Finance)
2006-2010 - Baldwinsville
Matthew Case Skills
- Financial Analysis
- Microsoft Excel
- Planning
- Retirement Planning
- Financial Planning
- Portfolio Management
- Estate Planning
- Mutual Funds
- Personal Financial Planning
- Customer Service
- Investments
- Entrepreneurship
- Series 7
- Strategic Planning
- Wealth Management
- Advertising
- Personal Financial
- Asset Allocation
Matthew Case Summary
- Matthew Case, based in Rochester, NY, US, is currently a Wealth Management Advisor at TIAA. Matthew Case brings experience from previous roles at TIAA and J.P. Morgan Chase Bank NA. Matthew Case holds a 2006 - 2010 BS in Business Administration ; Economics ; Minor Finance @ Nazareth College of Rochester. With a robust skill set that includes Financial Analysis, Microsoft Excel, Planning, Retirement Planning, Financial Planning and more. Matthew Case has 4 emails and 1 mobile phone numbers on RocketReach.
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