Matthew Morrell's Location
Phoenix, AZ, US
Matthew Morrell's Work
- VP, Financial Consultant @ Charles Schwab
- Retirement Income Specialist @ USAA
- Wealth Advisor @ USAA
- Financial Advisor @ USAA
- Financial Advisor @ Edward Jones
Matthew Morrell's Education
- Colorado State University-Pueblo
Bachelor of Science in Buisness (Business Management w/emphasis in Marketing)
2009 - 2011 - Estrella Mountain Community College
Business Administration and Management, General
2007 - 2009 - Boston University
CFP Education Program (Finance)
2018 - 2019
Matthew Morrell's Skills
- Financial Risk Management
- Financial Planning
- Financial Analysis
- Customer Relationship Management
- Sales
- Investment Management
- Risk Management
- Life Insurance
- Trusts
- Salesforce.com
Matthew Morrell's Summary
Matthew Morrell, based in Phoenix, AZ, US, is currently a VP, Financial Consultant at Charles Schwab, bringing experience from previous roles at USAA and Edward Jones. Matthew Morrell holds a 2009 - 2011 Bachelor of Science in Buisness in Business Management w/emphasis in Marketing @ Colorado State University-Pueblo. With a robust skill set that includes Financial Risk Management, Financial Planning, Financial Analysis, Customer Relationship Management, Sales and more, Matthew Morrell contributes valuable insights to the industry. Matthew Morrell has 2 emails on RocketReach.
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