Matthew Missimer's Location
United States
Matthew Missimer's Work
- Private Wealth Advisor @ Onyx Bridge Wealth Group
- Financial Advisor and Vice President @ Financial Services Company
- Wealth Management Advisor @ Northwestern Mutual
Matthew Missimer's Education
- The American College
CFP (Financial Planning)
2009 - 2013 - Saint Joseph's University - Erivan K. Haub School of Business
Bachelor's degree (Personal Finance)
2004 - 2008
Matthew Missimer's Skills
- Management
- Portfolio Management
- Customer Service
- Financial Analysis
- Sales
- Life Insurance
- Wealth Management Services
- Series 63
- Estate Planning
- Investment Management
Matthew Missimer's Summary
Matthew Missimer, based in United States, is currently a Private Wealth Advisor at Onyx Bridge Wealth Group, bringing experience from previous roles at Ameriprise Financial Services, LLC and Northwestern Mutual. Matthew Missimer holds a 2009 - 2013 CFP in Financial Planning @ The American College. With a robust skill set that includes Management, Portfolio Management, Customer Service, Financial Analysis, Sales and more, Matthew Missimer contributes valuable insights to the industry. Matthew Missimer has 2 emails on RocketReach.
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