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Matthew Greene Location
Buford, GA, US
Matthew Greene Work
VP of Investments @ (October 2023 - Present)
Life Insurance Specialist @ (October 2023 - May 2025)
Personal Financial Representative @ (May 2013 - October 2023)
Financial Advisor @ (January 2009 - May 2013)
Financial Advisor @ (March 2004 - December 2008)
Financial Advisor @ (September 2000 - March 2004)
Matthew Greene Education
Oglethorpe University
Financial Planner
2005
Brenau University
MBA (Business)
1999
The University of Georgia
Journalism (Advertising)
1995
Matthew Greene Skills
Asset Allocation
Bonds
Estate Planning
Finance
Financial Goals
Financial Services
Fixed Annuities
Insurance
Investments
Mutual Funds
Portfolio Management
Retirement
Series 63
Series 7
Training
Banking
PowerPoint
Project Management
Wealth Management
Management
Services
Financial Analysis
Solutions
Matthew Greene Summary
Matthew Greene, based in Buford, GA, US, is currently a VP of Investments at Stirlingshire. Matthew Greene brings experience from previous roles at Alfa Insurance, Allstate Financial Services, LLC, Ameriprise Financial Services, Inc. and Banc of America Investments. Matthew Greene holds a Financial Planner @ Oglethorpe University. With a robust skill set that includes Asset Allocation, Bonds, Estate Planning, Finance, Financial Goals and more. Matthew Greene has 3 emails and 2 mobile phone numbers on RocketReach.
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