Matthew Tolbert Email & Phone Number
Vice President and Trust Offcier @ Midwest Trust Company
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Matthew Tolbert Location
- Columbus, OH, US
Matthew Tolbert Work
- Vice President and Trust Offcier @ (November 2015 - Present)
- Vice President, Trust Officer, Specialty Assets, Private Bank and Private Wealth Management @ JPMorgan Chase (January 2008 - October 2015)
- Trust Officer, Specialty Assets, Private Bank and Private Wealth Management @ JPMorgan Chase (January 2008 - January 2014)
- Senior Data Analyst, Equity, Fixed Income and Derivatives @ (January 2006 - January 2008)
- Intermediate Data Analyst @ (January 2004 - January 2006)
- Investment Officer @ (January 2002 - January 2004)
- Trust Officer @ Bank One Trust (January 2000 - January 2002)
- Client Service Coordinator, Irrevocable Life Insurance Trusts @ Bank One Trust (January 1998 - January 2000)
- Mutual Fund Specialist @ Bank One (January 1996 - January 1998)
- Conversion Specialist @ Bank One (January 1995 - January 1996)
Matthew Tolbert Education
- Muskingum University
Bachelor of Arts (B.A.) (History)
1995
Matthew Tolbert Skills
- Accounting Applications
- Assett Allocation
- Bloomberg Terminal
- Customer Service
- Estate Planning
- Fiduciary Services
- Financial Advisory
- GRATs
- Internet
- Investment Management
- Investment Management Systems
- Irrevocable Life Insurance Trusts
- Legal Documents
- Lotus Notes
- Microsoft Office
- Mutual Funds
- OMNI
- SEI
- Security Operations
- Trust Management
- Trust Services
- Wealth Management
- Strategy
- Equities
- Microsoft Excel
- Management
- Irrevocable Life
Matthew Tolbert Summary
- Matthew Tolbert, based in Columbus, OH, US, is currently a Vice President and Trust Offcier at Midwest Trust Company. Matthew Tolbert brings experience from previous roles at JPMorgan Chase and Federated Investors, Inc.. Matthew Tolbert holds a Bachelor of Arts (B.A.) in History @ Muskingum University. With a robust skill set that includes Accounting Applications, Assett Allocation, Bloomberg Terminal, Customer Service, Estate Planning and more. Matthew Tolbert has 1 emails and 4 mobile phone numbers on RocketReach.
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