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Matthew Scanlon Location
Phoenix, AZ, US
Matthew Scanlon Work
2023 -now Financial Advisor @
1997 -2023 Financial Advisor @ Arque Capital LLC
1992 -1997 Financial Advisor @ Merrill Lynch
Matthew Scanlon Education
University of Arizona
Bachelor of Science (B.S.)
1987-1990
Brophy Prep College 1982-1985
Matthew Scanlon Skills
Alternative Investments
Estate Planning
Series 63
Fixed Annuities
Fixed Income
Retirement Planning
Financial Planning
Portfolio Management
IRAs
Investments
Finance
401k
Asset Allocation
Investment Advisory
Financial Services
Asset Managment
Equities
Wealth Management
Mutual Funds
Life Insurance
Strategic Financial Planning
Microsoft Office
Investment Strategies
Microsoft Excel
Asset Management
Financial Analysis
Series 24
Management
Financial Reporting
Research
Retirement
Series 7
Securities
Account Management
Customer Satisfaction
Customer Service
Budgets
Purchasing
Accounts Receivable
Accounting
Analysis
Accounts Payable/Recievable
Brazilian Jiu Jitsu
MMA
Direct Sales
Sales
Inventory Management
Team Leadership
Sales Management
Telecommunications
Contract Negotiation
New Business Development
Solution Selling
Matthew Scanlon Summary
Matthew Scanlon, based in Phoenix, AZ, US, is currently a Financial Advisor at Independent Financial Group, LLC. Matthew Scanlon brings experience from previous roles at Arque Capital LLC and Merrill Lynch. Matthew Scanlon holds a 1987 - 1990 Bachelor of Science (B.S.) @ University of Arizona. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Fixed Annuities, Fixed Income and more. Matthew Scanlon has 2 emails and 2 mobile phone numbers on RocketReach.
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