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
- Managing Director-Investments and Sr. PIM Portfolio Manager and Sr. Institutional Consultant and Sr. FA @ (July 2024 - Present)
- Senior Vice President, Portfolio Management Director, Financial Advisor @ (January 2022 - July 2024)
- First Vice President, Portfolio Management Director, Financial Advisor @ (September 2016 - January 2022)
- Associate Vice President-Investment Officer, Fundamental Choice Portfolio Manager @ (January 2007 - January 2016)
- Financial Advisor @ (September 2006 - March 2007)
- Benefits Coordinator @ The American Pension Company (September 2004 - August 2005)
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 3 mobile phone numbers on RocketReach.
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