Matthew Unger Email & Phone Number
VP, Head of Centralized Wealth Advisory Services @ Concurrent
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Matthew Unger Location
- Dallas, TX, US
Matthew Unger Work
- VP, Head of Centralized Wealth Advisory Services @ (April 2024 - Present)
- Vice President @ (July 2019 - April 2024)
- Risk Management Wealth Adviser @ Cetera Advisor Networks LLC (November 2017 - July 2020)
- Relationship Manager @ (April 2019 - July 2019)
- Risk Management Wealth Adviser @ (October 2016 - July 2019)
- Senior Guidance Specialist @ (November 2017 - April 2019)
- Risk Management Wealth Adviser @ Girard Securities (November 2016 - November 2017)
- Financial Consultant @ (August 2011 - October 2016)
Matthew Unger Education
- The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA) (Finance- Investment Management Track with Minor in Accounting)
2008-2011
Matthew Unger Summary
- Matthew Unger, based in Dallas, TX, US, is currently a VP, Head of Centralized Wealth Advisory Services at Concurrent. Matthew Unger brings experience from previous roles at Goldman Sachs, Cetera Advisor Networks LLC and United Capital Financial Advisers, LLC. Matthew Unger holds a 2008 - 2011 Bachelor of Business Administration (BBA) in Finance- Investment Management Track with Minor in Accounting @ The University of Texas at Austin - Red McCombs School of Business. Matthew Unger has 1 emails and 2 mobile phone numbers on RocketReach.
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