Matthew Geraci Email & Phone Number
Partner, Wealth Advisor at Prestige Wealth Group (PWG) @ Prestige Wealth Group LLC
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Matthew Geraci Location
- Philadelphia, PA, US
Matthew Geraci Work
- Partner, Wealth Advisor at Prestige Wealth Group (PWG) @ (July 2020 - Present)
- Wealth Manager @ (July 2020 - March 2023)
- Financial Advisor, CERTIFIED FINANCIAL PLANNERâ„¢ professional. @ (August 2014 - July 2020)
- Practice Management Consultant @ (February 2012 - December 2014)
- Credit Analyst @ CDR Associates (February 2010 - February 2012)
- Financial Representative @ (August 2006 - January 2011)
- Intern @ (June 2005 - August 2005)
Matthew Geraci Education
- University of Delaware
Marketing (Marketing, English, Economics)
2003-2006 - The Lawrenceville School
High School
1998-2002
Matthew Geraci Skills
- Finance
- Financial Analysis
- Securities
- Investments
- Wealth Management
- Retirement Planning
- Equities
- Asset Allocation
- Customer Service
- Mutual Funds
- Analysis
- Financial Services
- Marketing
- Business Development
- Life Insurance
- Disability Insurance
- Strategic Financial Planning
- Financial Advisory
- Portfolio Management
- Asset Management
- Insurance
Matthew Geraci Summary
- Matthew Geraci, based in Philadelphia, PA, US, is currently a Partner, Wealth Advisor at Prestige Wealth Group (PWG) at Prestige Wealth Group. Matthew Geraci brings experience from previous roles at Securities America Inc., Janney Montgomery Scott LLC and CDR Associates. Matthew Geraci holds a 2003 - 2006 Marketing in Marketing, English, Economics @ University of Delaware. With a robust skill set that includes Finance, Financial Analysis, Securities, Investments, Wealth Management and more. Matthew Geraci has 3 emails and 2 mobile phone numbers on RocketReach.
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