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
- Senior Wealth Advisor @ (November 2022 - Present)
- Investment Advisor and Portfolio Manager @ Affinity Capital Advisors LLC (October 2019 - November 2022)
- Owner and Investment Advisor @ American Summit Financial LLC (August 2016 - October 2019)
- Operations Manager @ (September 2014 - August 2016)
- Senior Associate @ (October 2013 - May 2014)
- Associate Equity Research Analyst @ Assay Research (July 2011 - October 2013)
- Management Trainee @ (October 2008 - October 2009)
- Community Service Chair @ Sigma Phi Epsilon Fraternity (September 2007 - June 2008)
- Teacher and Tutor @ The Princeton Review (May 2007 - June 2008)
- Research Assistant @ Neuroscience Research Institute (January 2007 - June 2008)
- Clinical Care Extender @ St. John’s Hospital (September 2007 - May 2008)
- Medical and Pharmacy Assistant @ Global Medical Brigades (June 2007 - June 2007)
- Medical Assistant @ Isla Vista Medical Clinic (November 2006 - May 2007)
- Pledge Class President @ Sigma Phi Epsilon Fraternity (September 2005 - December 2005)
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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