Matthew Watson Location
- Columbus, OH, US
Matthew Watson Work
- 2022 - now VP - Financial Consultant @
- 2017 - 2022 VP - Branch Manager @
- 2009 - 2017 Senior Vice President and Investment Region Manager @
- 2007 - 2009 Vice President and Regional Sales Manager @
- 2006 - 2007 Assistant Vice President and Chief Compliance Officer @
- 2005 - 2006 Assistant Vice President and Operations Manager and Section Manager II @
Matthew Watson Education
- Capital University
Master of Business Administration (MBA) (MBA)
- The Ohio State University
Bachelor of Science (B.S.) (Business Finance)
Matthew Watson Skills
- Wealth Management
- Portfolio Management
- Asset Management
- Investments
- Mutual Funds
- Sales
- Banking
- Leadership
- Risk Management
- Management
- Finance
- Insurance
- Financial Services
- Retirement Planning
- Financial Planning
- Strategic Planning
- Securities
- Customer Service
- Relationship Management
- Retirement
- FINRA Series 4, 7, 9, 10, 24, 27, 53, & 66 Licenses
- Finra Series 4
- Asset Allocation
- 66 Licenses
- Recruiting
- Series 7
Matthew Watson Summary
- Matthew Watson, based in Columbus, OH, US, is currently a VP - Financial Consultant at Charles Schwab. Matthew Watson brings experience from previous roles at Charles Schwab and The Huntington Investment Company. Matthew Watson holds a Master of Business Administration (MBA) in MBA @ Capital University. With a robust skill set that includes Wealth Management, Portfolio Management, Asset Management, Investments, Mutual Funds and more. Matthew Watson has 4 emails on RocketReach.
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