Matthew Todsen's Location

California, United States

Matthew Todsen's Work

  • Vice President of Investments - Investment Advisor @ UBS
  • Vice President Private Banking @ BBVA Compass

Matthew Todsen's Education

  • Yale School of Management

    (Management, Financial Management, Finance)

    2019 - 2019
  • University of Mississippi

    (Finance)

    1994 - 2000
  • St. Andrew's School

    1990 - 1994
  • Savannah Country Day School

    1990 - 1991

Matthew Todsen's Skills

  • Pensions
  • Insurance
  • Risk Management
  • Executive Pay
  • Asset Managment
  • Philanthropy
  • Investments
  • Fixed Income
  • Strategy
  • Strategic Financial Planning

Matthew Todsen's Summary

Matthew Todsen, based in California, United States, is currently a President & CEO at MKT Wealth Management, bringing experience from previous roles at Investment Management Consultants Association, MKT Wealth Management, Ubs and Bbva Compass. Matthew Todsen holds a 2019 - 2019 Yale School of Management. With a robust skill set that includes Pensions, Insurance, Risk Management, Executive Pay, Asset Managment and more, Matthew Todsen contributes valuable insights to the industry. Matthew Todsen has 2 emails on RocketReach.

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