Matthew Geller Email & Phone Number
Director, Behavioral Wealth Management @ Wealth Enhancement Group
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Matthew Geller Location
- Atlanta, GA, US
Matthew Geller Work
- 2020 -now Director, Behavioral Wealth Management @
- 2015 -2020 President @
- 1991 -2015 Chief Operating Officer @
- 1991 -2015 General Agent @
Matthew Geller Education
- University of Florida
BSBA (Accounting)
1976-1978 - Tulane University
None (General Studies / Accounting)
1974-1976
Matthew Geller Skills
- Risk Management
- Certified Financial Planner
- Wealth Management
- Sales Management
- Strategic Planning
- Microsoft Word
- Customer Service
- Marketing
- Retirement Planning
- Investments
- Food
- Art
- Financial Services
- Financial Planning
- Leadership
- Management
- Sales
- Theatre
- Estate Planning
- Behavioral Wealth Management
Matthew Geller Summary
- Matthew Geller, based in Atlanta, GA, US, is currently a Director, Behavioral Wealth Management at Wealth Enhancement Group. Matthew Geller brings experience from previous roles at JOYN, GV Financial Advisors and Securian Financial Group. Matthew Geller holds a 1976 - 1978 BSBA in Accounting @ University of Florida. With a robust skill set that includes Risk Management, Certified Financial Planner, Wealth Management, Sales Management, Strategic Planning and more. Matthew Geller has 2 emails and 1 mobile phone numbers on RocketReach.
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