Matthew Meyer Email & Phone Number
President, Newport Group Consulting, LLC @ Newport Financial Services
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Matthew Meyer Location
- Orlando, FL, US
Matthew Meyer Work
- President, Newport Group Consulting, LLC @ (May 2017 - Present)
- Practice Leader and SVP - Fiduciary Consulting Services @ (May 2008 - Present)
- Lead Analyst - Institutional Consulting @ (March 2005 - May 2008)
- Investment and Trading Consultant @ (March 1999 - February 2005)
- Associate @ (May 1998 - March 1999)
- Research Associate @ The Acacia Group/The Advisors Group (May 1996 - May 1998)
Matthew Meyer Education
- Center for Fiduciary Studies
AIFA (Fiduciary Responsibility)
2006-2006 - UCF College of Business
Master of Business Administration (M.B.A.)
2002-2004 - UCF College of Business
BSBA (Finance)
1993-1997
Matthew Meyer Skills
- SQL
- Customer Service
- Financial Analysis
- Marketing
- Sales
- Microsoft Office
- Wealth Management
- Coli
- Portfolio Management
- Strategic Financial Planning
- Investments
- Risk Management
- Trading
- Retirement
- 401k
- Series 65
- Asset Allocation
- Investment Advisory
- Boli
- Asset Managment
- Equities
- Mutual Funds
Matthew Meyer Summary
- Matthew Meyer, based in Orlando, FL, US, is currently a President, Newport Group Consulting, LLC at Newport. Matthew Meyer brings experience from previous roles at Newport, Morgan Stanley and Charles Schwab. Matthew Meyer holds a 2006 - 2006 AIFA in Fiduciary Responsibility @ Center for Fiduciary Studies. With a robust skill set that includes SQL, Customer Service, Financial Analysis, Marketing, Sales and more. Matthew Meyer has 2 emails and 1 mobile phone numbers on RocketReach.
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