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Matthew Shipman Location
California, United States
Matthew Shipman Work
Managing Partner @ (February 2013 - Present)
Senior Vice President @ (December 2003 - February 2013)
Matthew Shipman Education
University of North Texas
Entrepreneurship and Strategic Management
1997-2000
University of the West of England
Finance (General)
Matthew Shipman Skills
401k
Charitable Gift Planning
College Education Planning
Disability Insurance
Employee Benefits
Estate Planning
Executive benefits
Finance
Investments
Leadership
Life Insurance
Retirement Plan Consulting
Retirement Planning
Strategic Financial Planning
Marketing
Long Term Care Insurance
Management
Customer Service
Matthew Shipman Summary
Matthew Shipman, based in California, United States, is currently a Managing Partner at Pacific Advisors. Matthew Shipman brings experience from previous roles at The Pollakov Financial Group, Inc.. Matthew Shipman holds a 1997 - 2000 Entrepreneurship and Strategic Management @ University of North Texas. With a robust skill set that includes 401k, Charitable Gift Planning, College Education Planning, Disability Insurance, Employee Benefits and more. Matthew Shipman has 1 emails and 2 mobile phone numbers on RocketReach.
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