Matthew Smith Email & Phone Number
Managing Director @ Prudential Financial
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Matthew Smith Location
- Rochester, MI, US
Matthew Smith Work
- 2015 -now Managing Director @
- 2011 -2015 Financial Sales Consultant @
- 2007 -2011 Personal Financial Representative @
- 2003 -2007 Financial Representative @
Matthew Smith Education
- Cornell University
Executive Certificate Program (Psychology of Leadership)
2021 - The American College of Financial Services
(Retirement Income Certified Professional)
2017 - The American College
Chartered Advisor of Senior Living
2016 - The American College
(Chartered Life Underwriter)
2014 - The American College
(Chartered Financial Consultant)
2014 - Alma College
Bachelor's Degree (Business Administration; Economics)
1999-2003 - Bishop Foley Catholic High School
High School
Matthew Smith Skills
- Series 63
- Retirement Planning
- Fixed Annuities
- Disability Insurance
- Series 7
- Series 6
- 401k
- Series 24
- Long-term Care
- Retirement
- Term Life Insurance
- Insurance
- Financial Services
- Life Insurance
- Finance
- Investments
- Leadership
- Financial Advisory
- Accounting
- Sales Management
- Microsoft Excel
- Long Term Care
- Management
Matthew Smith Summary
- Matthew Smith, based in Rochester, MI, US, is currently a Managing Director at Prudential Financial. Matthew Smith brings experience from previous roles at Allstate Financial Services, LLC and Northwestern Mutual. Matthew Smith holds a Executive Certificate Program in Psychology of Leadership @ Cornell University. With a robust skill set that includes Series 63, Retirement Planning, Fixed Annuities, Disability Insurance, Series 7 and more. Matthew Smith has 3 emails and 5 mobile phone numbers on RocketReach.
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