Matthew Reeves Email & Phone Number
SVP, Sales Manager - Private Wealth Management @ UMB Bank
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Matthew Reeves Location
- Kansas City, MO, US
Matthew Reeves Work
- 2025 -now SVP, Sales Manager - Private Wealth Management @
- 2021 -2024 Chief Operating Officer @ Cairn Wealth Advisors
- 2019 -2021 Senior Vice President of Wealth Management @
- 2017 -2019 Senior Vice President, Product and Planning @
- 2015 -2017 Senior Vice President, Advisory Products and Platform @
- 2012 -2014 Vice President, Advisory Products and Services @
- 2007 -2011 Vice President, Financial Planning @
- 2005 -2006 Director, Financial Planning @
- 2002 -2005 Senior Consultant, Financial Planning @
- 1996 -2002 Manager Consulting Services @ BMA Financial Services, Inc.
- 1993 -1996 Office Manager and Financial Paraplanner @ The Personal Financial Management Group
Matthew Reeves Education
- Kansas State University
Bachelor's degree (Business Administration and Management, General)
1988-1993
Matthew Reeves Skills
- Series 24
- Series 66
- Series 7
- Uniform Combined State Law
- Series 63
- Asset Allocation
- Mutual Funds
- Wealth Management
- Alternative Investments
- Securities
- Retirement
- Financial Services
- Investment Advisory
- Investment Management
- 401k
- Investments
- Retirement Planning
- Fixed Annuities
- Portfolio Management
- FINRA
- Investment Strategies
- Commercial Real Estate
- Asset Management
- Financial Advisory
- ETFs
- Project Management
- Public Speaking
- Financial Analysis
Matthew Reeves Summary
- Matthew Reeves, based in Kansas City, MO, US, is currently a SVP, Sales Manager - Private Wealth Management at UMB Bank. Matthew Reeves brings experience from previous roles at Cairn Wealth Advisors and Waddell & Reed. Matthew Reeves holds a 1988 - 1993 Bachelor's degree in Business Administration and Management, General @ Kansas State University. With a robust skill set that includes Series 24, Series 66, Series 7, Uniform Combined State Law, Series 63 and more. Matthew Reeves has 1 emails and 2 mobile phone numbers on RocketReach.
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