Financial Consultant @ (February 2015 - July 2018)
Investments Representative @ (June 2014 - February 2015)
Investor Center Financial Representative @ (April 2013 - June 2014)
Financial Representative @ (May 2011 - April 2013)
Matthew Garry Education
University of Massachusetts at Amherst - Isenberg School of Management
BS (Resource Economics)
2007-2011
Matthew Garry Skills
Retirement Planning
Securities
Wealth Management
Retirement
Series 63
Long-term Care
Risk Management
Life Insurance
401k
Estate Planning
Employee Benefits
Term Life Insurance
Mutual Funds
Succession Planning
Health Insurance
Annuities
Long Term Care
Wealth Accumulation
Long Term Care Insurance
Series 6
Series 7
Disability Insurance
Business Analysis
Finance
Microsoft Word
Research
Matthew Garry Summary
Matthew Garry, based in East Meadow, NY, US, is currently a Vice President, Financial Consultant at Fidelity Investments. Matthew Garry brings experience from previous roles at Fidelity Investments and Northwestern Mutual. Matthew Garry holds a 2007 - 2011 BS in Resource Economics @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Retirement Planning, Securities, Wealth Management, Retirement, Series 63 and more. Matthew Garry has 2 emails and 4 mobile phone numbers on RocketReach.
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