1992 -
2006 Vice President - Senior Branch Manager @
Matthew Snively Education
University of Indianapolis
Master of Business Administration - MBA
2008
-
2010
Ball State University
BS (Journalism)
1987
-
1991
Matthew Snively Skills
Series 7
Wealth Management
Investments
Series 63
Mutual Funds
Banking
Investment Advisory
Retirement Planning
Asset Allocation
Strategic Financial Planning
Insurance
Loans
Securities
Portfolio Management
Strategy
Finance
Leadership
Financial Services
Consumer Lending
Retirement
Risk Management
Mortgage Lending
Financial Advisory
Wealth
Asset Management
Investment Strategies
Fixed Annuities
FINRA
Wealth Management Services
Credit Unions
Executive Management
Management
Business Development
Financial Analysis
Program Management
Sales
Team Building
Relationship Management
Business Planning
Financial Planning
Process Improvement
Services
Series 24
Business Analysis
Auditing
Packaging
CPA
Communication
Advertising
SEC filings
Management Consulting
Branding
US GAAP
Marketing
Internal Controls
GAAP
Sarbanes Oxley Act
U.S. Generally Accepted Accounting Principles Gaap
Financial Reporting
Security
SAS70
Assurance
Generally Accepted Accounting Principles Gaap
Internal Audit
Generally Accepted Accounting Principles
u.s. Generally Accepted Accounting Principles
Matthew Snively Summary
Matthew Snively, based in Carmel, IN, US, is currently a Senior Vice President at Elements Financial Federal Credit Union. Matthew Snively brings experience from previous roles at Charles Schwab. Matthew Snively holds a 2008 - 2010 Master of Business Administration - MBA @ University of Indianapolis. With a robust skill set that includes Series 7, Wealth Management, Investments, Series 63, Mutual Funds and more. Matthew Snively has 3 emails and 2 mobile phone numbers on RocketReach.
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