Matthew Wagner Email & Phone Number
Vice President, Institutional Relationships @ United Church Funds
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Matthew Wagner Location
- New York, NY, US
Matthew Wagner Work
- Vice President, Institutional Relationships @ (May 2020 - Present)
- Director, Institutional Relationships @ (July 2019 - May 2020)
- Senior Executive, Business Development @ (February 2013 - July 2019)
- Financial Advisor @ Howell Financial Services, Inc. (August 2009 - January 2013)
- Business Development @ (October 2007 - July 2009)
Matthew Wagner Education
- Murray State University
Master of Business Administration - MBA (Global Communications)
2021-2023 - McKendree College
Bachelor of Arts (B.A.) (Men's Golf Team)
2001-2002 - Southeast Missouri State University
(Men's Golf Team, Theta Xi Fraternity)
1998-2000 - Fi360, Inc
Accredited Investment Fiduciary Analyst (Fiduciary Best Practices for Investment Stewards)
2015
Matthew Wagner Skills
- Working with Investors
- Business Development
- Asset Management
- Asset Allocation
- Fiduciary Services
- Non-profit Administration
- Organizational Leadership
- Investment Management
- New Business Development
- Management
- Finance
- Public Speaking
- Investments
- Financial Analysis
- Leadership
- Community Outreach
- Financial Modeling
- Microsoft Excel
- Accounting
- Financial Reporting
- Microsoft Office
- Non Profit Administration
Matthew Wagner Summary
- Matthew Wagner, based in New York, NY, US, is currently a Vice President, Institutional Relationships at United Church Funds. Matthew Wagner brings experience from previous roles at United Church Funds, Howell Financial Services, Inc. and R.L. Hulett & Company, Inc.. Matthew Wagner holds a 2021 - 2023 Master of Business Administration - MBA in Global Communications @ Murray State University. With a robust skill set that includes Working with Investors, Business Development, Asset Management, Asset Allocation, Fiduciary Services and more. Matthew Wagner has 2 emails and 1 mobile phone numbers on RocketReach.
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