Matthew Collier Email & Phone Number
Director - South Atlantic and Southeast Leader and Wealth and Asset Management Solutions @ Charles Schwab
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Matthew Collier Location
- Philadelphia, PA, US
Matthew Collier Work
- 2025 -now Director - South Atlantic and Southeast Leader and Wealth and Asset Management Solutions @
- 2022 -2025 Director - Business Development Officer and Schwab Wealth Advisory @
- 2018 -2022 Vice President, Internal Sales Desk Manager @
- 2014 -2018 Vice President, Division Sales Manager @
- 2009 -2014 Vice President, Team Manager @
- 2005 -2009 Financial Advisor @
Matthew Collier Education
- Franklin Pierce College 1999-2003
Matthew Collier Skills
- Series 7
- Series 66
- series 55
- Series 9
- Series 10
- Equities
- Fixed Income
- Finance
- Portfolio Management
- Asset Allocation
- Retirement Planning
- Financial Services
- Uniform Combined State Law
- FINRA
- Series 63
- Mutual Funds
- Financial Advisory
- Securities
- Series 24
Matthew Collier Summary
- Matthew Collier, based in Philadelphia, PA, US, is currently a Director - South Atlantic and Southeast Leader and Wealth and Asset Management Solutions at Charles Schwab. Matthew Collier brings experience from previous roles at Charles Schwab, BlackRock and Merrill Edge. Matthew Collier holds a 1999 - 2003 Franklin Pierce College. With a robust skill set that includes Series 7, Series 66, series 55, Series 9, Series 10 and more. Matthew Collier has 2 emails and 3 mobile phone numbers on RocketReach.
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