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
- Wealth Advisor, The Warter Group @ (October 2023 - Present)
- Financial Advisor @ (January 2021 - October 2023)
- Regional Director-Southern California (Orange County and San Diego) @ (January 2010 - January 2021)
- Graduate Student (full-time) @ Gonzaga University (January 2009 - January 2010)
- Associate @ (January 2006 - January 2009)
- Banker @ (January 2005 - January 2006)
Matthew Warter Education
- University of San Diego - Knauss 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
- New Business Development
- Salesforce.com
- Competitive Analysis
- Strategy
- Asset Management
- Entrepreneurship
- Financial Advisory
- Mutual Funds
- Integrated Marketing
- Start-ups
- Alternative Investments
- Asset Allocation
- Capital Markets
- Commercial Real Estate
- Equities
- Finance
- Financial Services
- Fixed Income
- Hedge Funds
- Microsoft Excel
- Real Estate
- Risk Management
- Wealth Management
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 - Knauss 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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