Matthew Theriot Email & Phone Number
Vice President, Special Markets @ Pelican Advisory Group, Inc
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Matthew Theriot Location
- Metairie, LA, US
Matthew Theriot Work
- Vice President, Special Markets @ (January 2014 - Present)
Matthew Theriot Education
- Tulane University
(Marketing)
2000-2005
Matthew Theriot Skills
- Marketing
- Customer Service
- Strategic Planning
- Project Management
- Risk Management
- Financial Services
- Valuation
- Hedge Funds
- Wealth Management
- Insurance
- Life Insurance
- Strategic Financial Planning
- Retirement
- Relationship Management
- Sales
- Retirement Planning
- Estate Planning
- Financial Advisory
- Mutual Funds
- Fixed Annuities
- Finance
- 401k
- Sales Presentations
- Financial Planners
- Portfolio Management
- Asset Management
- Term Life Insurance
- Investments
- Sales Management
- Banking
- Wealth Management Services
- Series 63
- Business Development
- Asset Allocation
- Wealth
- Underwriting
- Series 65
- Credit
- Uniform Combined State Law
- Training
- Cross Selling
- Wholesale
- Employee Benefits
- Series 6
- Business Planning
- Series 7
- IRAs
- Long Term Care
- Investment Advisory
- Disability Insurance
- Securities
- Mortgage Lending
- Group Presentations
- Employee Training
- Direct Marketing
- Commercial Banking
Matthew Theriot Summary
- Matthew Theriot, based in Metairie, LA, US, is currently a Vice President, Special Markets at Pelican Advisory. Matthew Theriot holds a 2000 - 2005 Tulane University. With a robust skill set that includes Marketing, Customer Service, Strategic Planning, Project Management, Risk Management and more. Matthew Theriot has 1 emails and 2 mobile phone numbers on RocketReach.
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