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Matthew Herek Location
Decatur, IL, US
Matthew Herek Work
2016 -now Loan Officer @
2015 -2016 Collections Officer @
2014 -2015 POS @ Kohl's Department Stores
2013 -2014 Financial Advisor @ AXA Advisors
2012 -2013 Intern @ Skeff Distributing
Matthew Herek Education
Millikin University
Bachelor of Science (BS) (Finance)
2009-2013
Matthew Herek Skills
Wealth Management
Estate Planning
Financial Advisory
Strategic Financial Planning
Series 63
Investment Strategies
Investments
Fixed Annuities
Retirement
Investment Advisory
Asset Allocation
Series 7
Retirement Planning
Securities
Life Insurance
Mutual Funds
Matthew Herek Summary
Matthew Herek, based in Decatur, IL, US, is currently a Loan Officer at Staley Credit Union. Matthew Herek brings experience from previous roles at Staley Credit Union, Kohl's Department Stores, AXA Advisors and Skeff Distributing. Matthew Herek holds a 2009 - 2013 Bachelor of Science (BS) in Finance @ Millikin University. With a robust skill set that includes Wealth Management, Estate Planning, Financial Advisory, Strategic Financial Planning, Series 63 and more. Matthew Herek has 1 emails and 1 mobile phone numbers on RocketReach.
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