Matthew Waldman Email & Phone Number
Founder | Wealth Advisor @ Divvi Wealth Management
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Matthew Waldman Location
- Kansas City, MO, US
Matthew Waldman Work
- 2022 -now Founder | Wealth Advisor @
- 2021 -now Member @ Colligo Group, LLC
- 2017 -2021 Senior Vice President, Head of Sales @
- 2013 -2017 Senior Vice President, Division Sales Manager @
- 2012 -2013 Vice President, Director of Investment Sales – Divisional Sales Manager @
- 2004 -2012 Vice President, National Director of Internal Sales @
- 1999 -2004 Financial Advisor, WMS and RPC @
Matthew Waldman Education
- University of Missouri-Columbia
Bachelor of Arts in Interdisciplinary Studies (Business, Sociology & Theatre)
1994-1999 - Cornell University
Matthew Waldman Skills
- Wealth Management
- Securities
- Financial Advisory
- Mutual Funds
- Investments
- Insurance
- Sales
- Financial Services
- Asset Allocation
- Financial Planning
- ETFs
- Series 24
- Customer Service
- Investment Management
- Investment Strategies
- Retirement
- Series 65
- Relationship Management
- Portfolio Management
- Equities
- Marketing
- Business Development
- Fixed Income
- Sales Management
- Separately Managed Accounts
- Finance
- Series 7
- Retirement Planning
- Series 6
- Variable Annuities
- Alternative Investments
- Account Management
- Series 63
- 401k
- Fixed Annuities
- Asset Management
- Strategic Financial Planning
- Investment Advisory
- Management
- Microsoft Office
- Financial Analysis
- Project Management
Matthew Waldman Summary
- Matthew Waldman, based in Kansas City, MO, US, is currently a Founder | Wealth Advisor at Divvi Wealth Management. Matthew Waldman brings experience from previous roles at Colligo Group, LLC, Waddell & Reed and Ivy Investments. Matthew Waldman holds a 1994 - 1999 Bachelor of Arts in Interdisciplinary Studies in Business, Sociology & Theatre @ University of Missouri-Columbia. With a robust skill set that includes Wealth Management, Securities, Financial Advisory, Mutual Funds, Investments and more. Matthew Waldman has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Divvi Wealth Management Employees
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Founder | Wealth Advisor
Kansas City, MO, US
Eric Blattner
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Kansas City, MO, US
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Co-Founder, Wealth Advisor
Kansas City, MO, US
Anthony Donnelly
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