Matthew Thoman Email & Phone Number
Portfolio Manager, Branch Manager, First Vice President - Investment Officer @ Wells Fargo Advisors
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Matthew Thoman Location
- Los Angeles, CA, US
Matthew Thoman Work
- Portfolio Manager, Branch Manager, First Vice President - Investment Officer @ (December 2019 - Present)
- Financial Advisor @ (December 2011 - December 2019)
- Financial Advisor, CFP®, CRPC, Rule 144 Specialist, Estate Planning Consultant @ (September 2001 - November 2011)
- Financial Advisor CFP® CRPC™ @ (September 2001 - June 2009)
- District Sales Manager @ Diversifed Financial Concepts (January 1999 - January 2001)
Matthew Thoman Education
- Almeda University
BBA (Economics)
- Rolling Meadows High School
Matthew Thoman Skills
- Finance
- Investments
- Retirement Planning
- Mutual Funds
- Asset Allocation
- Investment Strategies
- Customer Service
- Investment Planning Strategies
Matthew Thoman Summary
- Matthew Thoman, based in Los Angeles, CA, US, is currently a Portfolio Manager, Branch Manager, First Vice President - Investment Officer at Wells Fargo Advisors. Matthew Thoman brings experience from previous roles at Merrill Lynch, Morgan Stanley Smith Barney and Diversifed Financial Concepts. Matthew Thoman holds a BBA in Economics @ Almeda University. With a robust skill set that includes Finance, Investments, Retirement Planning, Mutual Funds, Asset Allocation and more. Matthew Thoman has 4 emails and 2 mobile phone numbers on RocketReach.
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