Matthew Vandre Email & Phone Number

Director of Digital Services and Financial Planner | Driving Financial Wellness Innovation @ Francis LLC

View Matthew's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Matthew Vandre Location

Milwaukee, WI, US

Matthew Vandre Work

Director of Digital Services and Financial Planner | Driving Financial Wellness Innovation @ (March 2011 - Present)
Team Leader @ (January 1996 - January 2004)

Matthew Vandre Education

The American College of Financial Services
Chartered Financial Consultant® (ChFC®) (Financial Planning)
2021-2023
University of Wisconsin-Madison
Certificate (Financial Coaching)
2017-2017
The University of Alabama
Master of Science - MS (Behavioral Finance)
2013-2016
University of Wisconsin-Milwaukee
Bachelor of Arts - BA (Business Administration, Minor in Communications)
2005-2010
UW-Milwaukee at Waukesha
Associate of Arts and Sciences - AAS (Humanities)
2002-2004

Matthew Vandre Skills

401k
AI for Business
AI for Leadership
AI for Management
Adobe Creative Suite
Adult Education
Analysis
Articulate Storyline
Artificial Intelligence (AI)
Asset Allocation
Asset Management
Behavioral Finance
Blackboard
Board Development
Board Governance
Budgets
Business Relationship Management
Capital Markets
Change Management
Code of Ethics
Communication
Compensation & Benefit
Conflict Management
Consumer Behaviour
Corporate Communications
Credit Counseling
Customer Relationship Management (CRM)
Customer Service
Debt Management
Digital Engagement
Distribution Requirements Planning
Employee Benefits
Employee Education
Employee Learning & Development
Employee Training
Estate Planning
Family Financial Planning
Fiduciary
FinTech
Finance
Financial Analysis
Financial Education
Financial Literacy Training
Financial Planning
Financial Services
Generative AI for Leadership
Generative AI for Management
Income Protection
Instructional Design
Insurance
Insurance Planning
Internal Communications
Interpersonal Communication
Investment Strategies
Investments
Leadership
Leadership Development
Learning Management
Marketing
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Money Guide Pro
Money Scripts
Organization Administration
Organizational Leadership
Pensions
People Management
Portfolio Management
Product Development
Product Management
Program Governance
Programme Governance
Project Management
Public Lectures
Public Speaking
Qualified Retirement Plans
Retirement Plan Consulting
Retirement Planning
Separately Managed Accounts
Storytelling
Strategic Communications
Strategic Planning
Team Leadership
Technology Integration
Thought Leadership
Wealth Management
Wealth Management Services
Web Applications

Matthew Vandre Summary

Matthew Vandre, based in Milwaukee, WI, US, is currently a Director of Digital Services and Financial Planner | Driving Financial Wellness Innovation at Francis LLC. Matthew Vandre brings experience from previous roles at Army National Guard. Matthew Vandre holds a 2021 - 2023 Chartered Financial Consultant® (ChFC®) in Financial Planning @ The American College of Financial Services. With a robust skill set that includes 401k, AI for Business, AI for Leadership, AI for Management, Adobe Creative Suite and more. Matthew Vandre has 1 emails and 2 mobile phone numbers on RocketReach.