Matthew Vella Email & Phone Number
Financial Consultant @ Fidelity Investments
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Matthew Vella Location
- Garden City, NY, US
Matthew Vella Work
- Financial Consultant @ (August 2023 - Present)
- Branch Manager @ (January 2022 - August 2023)
- Branch Manager @ (June 2015 - August 2023)
- Financial Consultant @ (October 2011 - May 2015)
- Financial Advisor Associate @ (November 2009 - September 2011)
Matthew Vella Education
- Stony Brook University
Bachelor's degree (Business Administration in Finance)
2003-2007 - Chaminade High School 1999-2003
Matthew Vella Skills
- Alternative Investments
- Equities
- Portfolio Management
- Strategic Financial Planning
- Series 63
- Investment Strategies
- Bloomberg Terminal
- Securities
- Investments
- Bloomberg
- Nys Lah Insurance
- Fixed Income
- 401k
- Series 65
- Investment Advisory
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
- Asset Managment
Matthew Vella Summary
- Matthew Vella, based in Garden City, NY, US, is currently a Financial Consultant at Fidelity Investments. Matthew Vella brings experience from previous roles at E*TRADE from Morgan Stanley, E*TRADE Financial Corporation, E*TRADE Financial and Morgan Stanley. Matthew Vella holds a 2003 - 2007 Bachelor's degree in Business Administration in Finance @ Stony Brook University. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Strategic Financial Planning, Series 63 and more. Matthew Vella has 1 emails and 1 mobile phone numbers on RocketReach.
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