Matthew Traub Email & Phone Number
Senior Wealth Advisor @ Mariner Wealth Advisors
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Matthew Traub Location
- San Francisco, CA, US
Matthew Traub Work
- 2022 -now Senior Wealth Advisor @
- 2019 -2022 Investment Advisor and Portfolio Manager @ Affinity Capital Advisors LLC
- 2016 -2019 Owner and Investment Advisor @ American Summit Financial LLC
- 2014 -2016 Operations Manager @
- 2013 -2014 Senior Associate @
- 2011 -2013 Associate Equity Research Analyst @ Assay Research
- 2008 -2009 Management Trainee @
- 2007 -2008 Community Service Chair @ Sigma Phi Epsilon Fraternity
- 2007 -2008 Teacher and Tutor @ The Princeton Review
- 2007 -2008 Research Assistant @ Neuroscience Research Institute
- 2007 -2008 Clinical Care Extender @ St. John’s Hospital
- 2007 -2007 Medical and Pharmacy Assistant @ Global Medical Brigades
- 2006 -2007 Medical Assistant @ Isla Vista Medical Clinic
- 2005 -2005 Pledge Class President @ Sigma Phi Epsilon Fraternity
Matthew Traub Education
- The American College of Financial Services
(CFP/ChFC Curriculum)
2016-2018 - CFA INSTITUTE 2009-2011
- SIERRA COLLEGE, Rocklin, California
(Business Coursework)
2010-2010 - UNIVERSITY OF CALIFORNIA, Santa Barbara, California
Bachelor of Science - BS (Biological Sciences)
2004-2008
Matthew Traub Summary
- Matthew Traub, based in San Francisco, CA, US, is currently a Senior Wealth Advisor at Mariner Wealth Advisors. Matthew Traub brings experience from previous roles at Affinity Capital Advisors LLC, American Summit Financial LLC, Principled Solutions, LPL Financial and Citi. Matthew Traub holds a 2016 - 2018 The American College of Financial Services. Matthew Traub has 3 emails and 1 mobile phone numbers on RocketReach.
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