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Matthew Newman Location
Buffalo, NY, US
Matthew Newman Work
Vice President of Client Services and Senior Financial Advisor @ (January 2020 - Present)
Wealth Manager @ (August 2015 - January 2020)
Financial Consultant @ (May 2010 - August 2015)
Head Freshman Basketball Coach @ (November 2010 - January 2011)
Matthew Newman Education
St. John Fisher University
Bachelor's degree (Corporate Finance and Economics)
2006-2010
Matthew Newman Skills
Strategic Financial...
Valuation
Bloomberg Terminal
Microsoft Excel
Financial Reporting
Microsoft Office
PowerPoint
Customer Service
Matthew Newman Summary
Matthew Newman, based in Buffalo, NY, US, is currently a Vice President of Client Services and Senior Financial Advisor at High Probability Advisors, LLC. Matthew Newman brings experience from previous roles at WNY Asset Management, Manning & Napier Advisors and West Irondequoit Central School District. Matthew Newman holds a 2006 - 2010 Bachelor's degree in Corporate Finance and Economics @ St. John Fisher University. With a robust skill set that includes Strategic Financial..., Valuation, Bloomberg Terminal, Microsoft Excel, Financial Reporting and more. Matthew Newman has 5 emails and 5 mobile phone numbers on RocketReach.
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