Matthew Silvey Email
Financial Service Advisor @ Holistic Planning (Past)
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Matthew Silvey Location
- Nacogdoches, TX, US
Matthew Silvey Work
- Financial Service Advisor @ (April 2024 - July 2026)
- Paraplanner @ (November 2023 - April 2024)
- Financial Planning Assistant @ (August 2022 - November 2023)
Matthew Silvey Education
- Texas A&M University
Bachelor of Science - BS (Agricultural Economics)
2018-2022
Matthew Silvey Skills
- Active Learning
- Analytical Skills
- Communication
- Finance
- Financial Planning
- Financial Planning and Analysis (FP&A)
- Microsoft Excel
- Microsoft Word
- Personal Financial Planning
- Reliability
- Research
- Teamwork
- Volunteering
Matthew Silvey Summary
- Matthew Silvey, based in Nacogdoches, TX, US, was previously a Financial Service Advisor at Holistic Planning. Matthew Silvey brings experience from previous roles at Ameriprise Financial Services, LLC. Matthew Silvey holds a 2018 - 2022 Bachelor of Science - BS in Agricultural Economics @ Texas A&M University. With a robust skill set that includes Active Learning, Analytical Skills, Communication, Finance, Financial Planning and more.
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