Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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Matthew Gardner Location
Charlotte, NC, US
Matthew Gardner Work
2014 -now Senior Financial Advisor, Senior Vice President @
2010 -2014 Trust Administrator, Team Leader @
Matthew Gardner Education
Campbell University
Masters of Business Administration, MBA
2008-2010
Campbell University
Bachelor's Degree
2005-2010
Matthew Gardner Skills
Estate and Wealth Structuring
Philanthropic Planning Strategies
Wealth Planning for Families and Endowments
Matthew Gardner Summary
Matthew Gardner, based in Charlotte, NC, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. Matthew Gardner brings experience from previous roles at Wells Fargo. Matthew Gardner holds a 2008 - 2010 Masters of Business Administration, MBA @ Campbell University. With a robust skill set that includes Estate and Wealth Structuring, Philanthropic Planning Strategies, Wealth Planning for Families and Endowments and more. Matthew Gardner has 2 emails and 1 mobile phone numbers on RocketReach.
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