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
- Adjunct Instructor @ (September 2022 - Present)
- President and Financial Planner @ (November 2020 - Present)
- Financial Advisor @ (October 2018 - November 2020)
- Financial Advisor @ (March 2014 - October 2018)
- Associate Client Portfolio Manager - Global Equities Team @ (July 2010 - March 2014)
- Associate - Managed Accounts Group @ (December 2009 - July 2010)
- Business Analyst - Managed Accounts Group @ (March 2006 - December 2009)
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 6 emails and 2 mobile phone numbers on RocketReach.
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