Regional Vice President @ (October 1995 - January 2005)
Wealth Advisor @ (January 1992 - September 1995)
National Bank Examiner @ (January 1990 - January 1992)
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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