Matthew Newman Email & Phone Number
Managing Director-Investments and Sr. PIM Portfolio Manager and Sr. Institutional Consultant and Sr. FA @ Wells Fargo Advisors
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Matthew Newman Location
- Seattle, WA, US
Matthew Newman Work
- 2024 -now Managing Director-Investments and Sr. PIM Portfolio Manager and Sr. Institutional Consultant and Sr. FA @
- 2022 -2024 Senior Vice President, Portfolio Management Director, Financial Advisor @
- 2016 -2022 First Vice President, Portfolio Management Director, Financial Advisor @
- 2007 -2016 Associate Vice President-Investment Officer, Fundamental Choice Portfolio Manager @
- 2006 -2007 Financial Advisor @
- 2004 -2005 Benefits Coordinator @ The American Pension Company
Matthew Newman Education
- University of California Santa Barbara
BA (Global Business)
2002-2006 - John Muir HS
Matthew Newman Summary
- Matthew Newman, based in Seattle, WA, US, is currently a Managing Director-Investments and Sr. PIM Portfolio Manager and Sr. Institutional Consultant and Sr. FA at Wells Fargo Advisors. Matthew Newman brings experience from previous roles at Morgan Stanley, Wells Fargo Advisors and Ameriprise Financial Services, Inc.. Matthew Newman holds a 2002 - 2006 BA in Global Business @ University of California Santa Barbara. Matthew Newman has 3 emails and 2 mobile phone numbers on RocketReach.
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