Matthew Gagnon's Location
Plano, TX, US
Matthew Gagnon's Work
- Senior Investment Analyst Iii @ Avantax®
- Investment Management Advocate @ United Capital Financial Advisers, LLC
- Portfolio Manager @ United Capital Financial Advisers, LLC
- Investment Analyst @ United Capital Financial Advisers, LLC
- Intern @ Investment Protection Service
Matthew Gagnon's Education
- University of Denver - Daniels College of Business
BSBA ( International Business )
2006 - 2007 - Front Range Community College
AA ( Liberal Arts )
2004 - 2005
Matthew Gagnon's Skills
- Tamarac Rebalancing
- Morningstar
- Microsoft Office
- Electronic Trading
- Sage CRM
- Proofreading
- Account Management
- Organizing
- GoToMeeting
- Model Portfolios
Matthew Gagnon's Summary
Matthew Gagnon, based in Plano, TX, US, is currently a Senior Investment Analyst Iii at Avantax Wealth Management℠, bringing experience from previous roles at United Capital Financial Advisers, LLC and Investment Protection Service. Matthew Gagnon holds a 2006 - 2007 BSBA in International Business @ University of Denver - Daniels College of Business . With a robust skill set that includes Tamarac Rebalancing, Morningstar, Microsoft Office, Electronic Trading, Sage CRM and more, Matthew Gagnon contributes valuable insights to the industry. Matthew Gagnon has 3 emails on RocketReach.
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