Matthew Watters Email & Phone Number
President, CIO, and CCO - Midwest Heritage Financial Advisors @ Midwest Heritage, A Hy-Vee Company
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Matthew Watters Location
- West Des Moines, IA, US
Matthew Watters Work
- President, CIO, and CCO - Midwest Heritage Financial Advisors @ (October 2005 - Present)
- Senior Vice President-Investments @ (June 2004 - November 2005)
- First Vice President-Investments @ (January 1999 - January 2004)
Matthew Watters Education
- Iowa State University - College of Business
Bachelor of Science (B.S.) (Business Administration)
1992-1995
Matthew Watters Skills
- Contract Negotiation
- Relationship Development
- Investment Management
- Fiduciary
- Financial Advisory
- Asset Management
- Securities
- Investments
- Fixed Income
- Insurance
- Portfolio Management
- Securities Industry Arbitration
- Estate Planning
- Retirement Planning
- Qualified Retirement Plans
- Employee Benefits
- Alternative Investments
- Structured Products
- New Business Development
- Entrepreneurship
- Strategic Planning
- Business Strategy
- Marketing Strategy
- Banking
- Program Management
- Investment Properties
- Creative Writing
- Technical Writing
- Proposal Writing
- Public Speaking
- Guest Lecturing
- Trail Running
- Adventure Racing
- Paddle Boarding
- Road Biking
- Brazilian Jiu-Jitsu
- Muay Thai
- Automotive Repair
- Financial Services
- Financial Planning
- Finance
- Leadership
- Management
- Team Building
- Financial Analysis
- Customer Service
- Sales
- Strategy
- Securities Regulation
- 401(k) Retirement Savings Plans
Matthew Watters Summary
- Matthew Watters, based in West Des Moines, IA, US, is currently a President, CIO, and CCO - Midwest Heritage Financial Advisors at Midwest Heritage, A Hy-Vee Company. Matthew Watters brings experience from previous roles at Liberty Bank and Commercial Federal Bank. Matthew Watters holds a 1992 - 1995 Bachelor of Science (B.S.) in Business Administration @ Iowa State University - College of Business. With a robust skill set that includes Contract Negotiation, Relationship Development, Investment Management, Fiduciary, Financial Advisory and more. Matthew Watters has 2 emails and 1 mobile phone numbers on RocketReach.
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