Matthew Ricks Email & Phone Number
Adjunct Instructor @ NYU School of Professional Studies
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Matthew Ricks Location
- Syosset, NY, US
Matthew Ricks Work
- 2022 - now Adjunct Instructor @
- 2020 - now President and Financial Planner @
- 2018 - 2020 Financial Advisor @
- 2014 - 2018 Financial Advisor @
- 2010 - 2014 Associate Client Portfolio Manager - Global Equities Team @
- 2009 - 2010 Associate - Managed Accounts Group @
- 2006 - 2009 Business Analyst - Managed Accounts Group @
Matthew Ricks Education
- NYU Stern School of Business
MBA (Corporate Finance and Financial Instruments & Markets)
2009 - 2011 - Penn State University
Bachelor's Degree (Finance)
2001 - 2005
Matthew Ricks Skills
- Asset Analysis
- Asset Management
- Equities
- Options
- Investment Strategies
- 401k Rollovers
- Financial Services
- Microsoft Office
- Microsoft Excel
- Valuation
- Investments
- Securities
- Hedge Funds
- Relationship Management
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Multigenerational Wealth Planning
- Management
- Investment Planning
- 401 Rollovers
- Small Business Planning
- Education Planning
- Strategic Planning
- Business Planning
- Holistic Financial Planning
- Employee Benefits
Matthew Ricks Summary
- Matthew Ricks, based in Syosset, NY, US, is currently a Adjunct Instructor at NYU School of Professional Studies. Matthew Ricks brings experience from previous roles at Haystack Financial Planning, Ameriprise Financial Services, Inc., Wells Fargo Advisors and J.P. Morgan. Matthew Ricks holds a 2009 - 2011 MBA in Corporate Finance and Financial Instruments & Markets @ NYU Stern School of Business. With a robust skill set that includes Asset Analysis, Asset Management, Equities, Options, Investment Strategies and more. Matthew Ricks has 5 emails on RocketReach.
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