Matthew Warter Location
San Diego, CA, US
Matthew Warter Work
- 2023 - now Wealth Advisor, The Warter Group @ Seapoint Wealth Advisors
- 2021 - 2023 Financial Advisor @ PlanMember Financial Corporation
- 2010 - 2021 Regional Director-Southern California (Orange County and San Diego) @ Russell Investments
- 2009 - 2010 Graduate Student (full-time) @ Gonzaga University School of Law
- 2006 - 2009 Associate @ Morgan Stanley
- 2005 - 2006 Banker @ U.S. Bank
Matthew Warter Education
- University of San Diego School of Business
Master of Science (M.S.) (Real Estate)
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.) (Finance and Entrepreneurship)
2009 - 2010
- Western Washington University
Bachelor of Arts (B.A.), Business Administration (Finance, Accounting minor Economics)
Matthew Warter Skills
- Portfolio Management
- Investments
- Valuation
- Financial Analysis
- Customer Relations
- Excel
- Market Research
- Business Strategy
- Financial Modeling
- Marketing Strategy
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 Real Estate @ 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.
5 free lookup(s).
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Top Seapoint Wealth Advisors Employees
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Chad Taylor
President at Seapoint Wealth Advisors
San Diego, CA, US25+ -
Ryan Kirby
Managing Director, Wealth Advisor at Seapoint Wealth Advisors
San Diego, CA, US24 -
Sarah Izidoro
Director Of Client Services at Seapoint Wealth Advisors
San Diego, CA, US11 -
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