Matthew Day Email & Phone Number
Partner, Wealth Advisor @ Corient
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Matthew Day Location
- Kirkland, WA, US
Matthew Day Work
- 2016 -now Partner, Wealth Advisor @
- 2006 -2016 Vice President @
- 2005 -2006 Regional Director @
- 1995 -2005 Regional Vice President @
- 1992 -1995 Wealth Advisor @
- 1990 -1992 National Bank Examiner @
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
- Marketing
- Customer Service
- Strategic Planning
- Sales
- Alternative Investments
- Portfolio Management
- Investment Advisory
- Equities
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.
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