Matthew Wagner Email & Phone Number
Chief Practice Officer | Co-Founder @ Parkside Financial Bank & Trust
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Matthew Wagner Location
- St. Louis, MO, US
Matthew Wagner Work
- 2021 -now Chief Practice Officer | Co-Founder @
- 2007 -2021 President | Co-Founder @
- 1999 -2007 President @ Enterprise Bank & Trust
Matthew Wagner Education
- University of Dayton
BS Finance (BS Finance, Finance and Accounting)
1990-1994 - St. Louis Priory 1984-1990
Matthew Wagner Skills
- Private Banking
- Financial Planning
- Asset Allocation
- Asset Protection
- Wealth Transfer Planning
- Portfolio Management
- Wealth Management
- Wealth
- Succession Planning
- Estate Planning
- Retirement Planning
- Asset Management
- Investment Advisory
- Retirement Income Strategies
- Tax Reduction Strategies
- Reporting & Analysis
- Securities
- Financial Planners
- Series 7
- Strategic Financial Planning
- Wealth Management Services
- Finance
- Investments
- Insurance
- Retirement
- Financial Advisory
- Credit
- Banking
- Tax
- Risk Management
- Trusts
- Equities
- Fixed Income
- Strategy
- Small Business
- Financial Modeling
- Social Media
- Team Building
- Reporting and Analysis
- Strategic Planning
- Business Strategy
- Leadership
- Entrepreneurship
- Marketing Strategy
Matthew Wagner Summary
- Matthew Wagner, based in St. Louis, MO, US, is currently a Chief Practice Officer | Co-Founder at Parkside Financial Bank & Trust. Matthew Wagner brings experience from previous roles at Parkside Financial Bank & Trust and Enterprise Bank & Trust. Matthew Wagner holds a 1990 - 1994 BS Finance in BS Finance, Finance and Accounting @ University of Dayton. With a robust skill set that includes Private Banking, Financial Planning, Asset Allocation, Asset Protection, Wealth Transfer Planning and more. Matthew Wagner has 3 emails and 4 mobile phone numbers on RocketReach.
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