Matthew Gaeta Email & Phone Number
Private Client Advisor - Vice President @ J.P. Morgan
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Matthew Gaeta Location
- New York, NY, US
Matthew Gaeta Work
- 2022 -now Private Client Advisor - Vice President @
- 2019 -2022 Financial Advisor, CPFA @ Rockdale Financial Services, Inc.
- 2013 -2019 Financial Advisor @
Matthew Gaeta Education
- Clemson University
Finance (Finance, General)
1991-1996 - Clemson University - College of Business
Matthew Gaeta Skills
- Investments
- Financial Analysis
- ETFs
- Retirement Income Strategies
- Investment Strategies
- Financial Advisory
- Finance
- Asset Allocation
- Retirement Planning
- 401k Rollovers
- Microsoft Office
- Risk Management
- New Business Development
- Banking
- Business Analysis
- Customer Service
- Securities
- Mutual Funds
Matthew Gaeta Summary
- Matthew Gaeta, based in New York, NY, US, is currently a Private Client Advisor - Vice President at J.P. Morgan. Matthew Gaeta brings experience from previous roles at Rockdale Financial Services, Inc. and Wells Fargo Advisors. Matthew Gaeta holds a 1991 - 1996 Finance in Finance, General @ Clemson University. With a robust skill set that includes Investments, Financial Analysis, ETFs, Retirement Income Strategies, Investment Strategies and more. Matthew Gaeta has 2 emails and 1 mobile phone numbers on RocketReach.
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