Matthew Odom Email & Phone Number
Senior Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor, CFP® @ UBS Group AG
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Matthew Odom Location
- Knoxville, TN, US
Matthew Odom Work
- Senior Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor, CFP® @ (December 2008 - Present)
- Financial Advisor @ (June 2001 - December 2008)
Matthew Odom Education
- The University of North Carolina at Chapel Hill
BS (Psychology)
1997-2001
Matthew Odom Skills
- Asset Allocation
- Asset Management
- CFP®
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Equities
- Cfp
- Risk Management
- Market Research
- Business Analysis
- Banking
- Business Development
- Microsoft Excel
- Fixed Income
- Strategic Planning
- Financial Analysis
- Sales
Matthew Odom Summary
- Matthew Odom, based in Knoxville, TN, US, is currently a Senior Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor, CFP® at UBS Wealth Management. Matthew Odom brings experience from previous roles at Morgan Stanley. Matthew Odom holds a 1997 - 2001 BS in Psychology @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Asset Allocation, Asset Management, CFP®, Portfolio Management, Retirement Planning and more. Matthew Odom has 2 emails and 2 mobile phone numbers on RocketReach.
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