Matthew Warter Email & Phone Number
Wealth Advisor, The Warter Group @ Seapoint Wealth Advisors
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Matthew Warter Location
- San Diego, CA, US
Matthew Warter Work
- 2023 -now Wealth Advisor, The Warter Group @
- 2021 -2023 Financial Advisor @
- 2010 -2021 Regional Director-Southern California (Orange County and San Diego) @
- 2009 -2010 Graduate Student (full-time) @
- 2006 -2009 Associate @
- 2005 -2006 Banker @
Matthew Warter Education
- University of San Diego School of Business
Master of Science (M.S.) (REFM Level 1)
2016-2018 - Albers School of Business and Economics at Seattle University
Master of Science (M.S.) (Finance)
2011-2014 - Gonzaga University Graduate School of Business
Master of Business Administration (M.B.A.) (Graduate Assistant)
2009-2010 - Western Washington University
Bachelor of Arts (B.A.) (Business Administration, President-Financial Management Association V.P.-Financial Management Association)
Matthew Warter Skills
- Portfolio Management
- Investments
- Valuation
- Financial Analysis
- Customer Relations
- Excel
- Market Research
- Business Strategy
- Financial Modeling
- Marketing Strategy
- New Business Development
- Salesforce.com
- Competitive Analysis
- Strategy
- Asset Management
- Entrepreneurship
- Financial Advisory
- Mutual Funds
- Integrated Marketing
- Start-ups
Matthew Warter Summary
- Matthew Warter, based in San Diego, CA, US, is currently a Wealth Advisor, The Warter Group at Seapoint Wealth Advisors. Matthew Warter brings experience from previous roles at PlanMember Financial Corporation, Russell Investments, Gonzaga University and Morgan Stanley. Matthew Warter holds a 2016 - 2018 Master of Science (M.S.) in REFM Level 1 @ University of San Diego School of Business. With a robust skill set that includes Portfolio Management, Investments, Valuation, Financial Analysis, Customer Relations and more. Matthew Warter has 2 emails and 1 mobile phone numbers on RocketReach.
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