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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 6 emails and 2 mobile phone numbers on RocketReach.
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