Matthew Day Email & Phone Number

Partner, Wealth Advisor @ Corient Capital Partners

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Matthew Day Location

Kirkland, WA, US

Matthew Day Work

2016 - now Partner, Wealth Advisor @ Corient Capital Partners
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2006 - 2016 Vice President @ Fidelity Investments
2005 - 2006 Regional Director @ Russell Investments

1995 - 2005 Regional Vice President @ Schwab Advisor Services
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1992 - 1995 Wealth Advisor @ Merrill Lynch
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1990 - 1992 National Bank Examiner @ U.S. Department of the Treasury
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Matthew Day Education

The Wharton School
CIMA, Certified Investment Management Analyst
2007 - 2007
Washington State University
Business Administration (Finance)
1986 - 1990

Matthew Day Skills

Mutual Funds
Investments
Series 7

Series 63
Wealth Management
Asset Allocation
Asset Management
Financial Services
Research
New Business Development

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Matthew Day Summary

Matthew Day, based in Kirkland, WA, US, is currently a Partner, Wealth Advisor at Corient. Matthew Day brings experience from previous roles at Fidelity Investments, Russell Investments, Schwab Institutional and Merrill Lynch. Matthew Day holds a 2007 - 2007 CIMA, Certified Investment Management Analyst @ The Wharton School. With a robust skill set that includes Mutual Funds, Investments, Series 7, Series 63, Wealth Management and more. Matthew Day has 1 emails and 2 mobile phone numbers on RocketReach.

Matthew Day Emails

Found 1 emails

@corient.com

Matthew Day Phone Numbers

Found 3 phone numbers

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