Matthew MacHa Email
Financial Advisor @ EverOak Wealth Co.
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Matthew MacHa Location
- Colorado Springs, CO, US
Matthew MacHa Work
- Financial Advisor @ (May 2024 - Present)
- Account Relationship Manager @ (September 2023 - May 2024)
- Relationship Manager and Senior Investment Counselor @ (January 2019 - June 2023)
- Client Administration Manager @ (January 2015 - January 2019)
- Participant Service Center Supervisor @ (March 2012 - December 2014)
- Senior Investment Specialist @ (August 2009 - March 2012)
- Investment Specialist @ (February 2007 - July 2009)
Matthew MacHa Education
- University of Colorado Colorado Springs
MBA (Finance/ International Business)
2007-2009 - Kansas State University
Bachelor's Degree (Finance, General)
2000-2005 - Manhattan Christian College
Bachelor's Degree (Bible/Biblical Studies)
2000-2005
Matthew MacHa Skills
- Business Coaching
- Business Development
- Consultative Approach
- Consultative Selling
- Holistic Financial Planning
- Investment Management
- Investments
- Project Management
- Relationship Management
- Retirement Planning
- Team Leadership
Matthew MacHa Summary
- Matthew MacHa, based in Colorado Springs, CO, US, is currently a Financial Advisor at EverOak Wealth Co.. Matthew MacHa brings experience from previous roles at EJC INSURANCE & FINANCIAL and T. Rowe Price. Matthew MacHa holds a 2007 - 2009 MBA in Finance/ International Business @ University of Colorado Colorado Springs. With a robust skill set that includes Business Coaching, Business Development, Consultative Approach, Consultative Selling, Holistic Financial Planning and more. Matthew MacHa has 2 emails on RocketReach.
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