Chief Operating Officer @ (February 1991 - February 2015)
General Agent @ (January 1991 - December 2015)
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 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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