Matthew Weglarz's Location
New York, New York, United States
Matthew Weglarz's Work
- Senior Vice President of Investments @ Wells Fargo Advisors
- Vice President Finacial Advisor @ Key Investment Services
- Financial Advisor @ Key Investment Services
- Private Client Consultant @ Family Office
- Senior Vice President, Private Client Manager @ Bank of America
- Vice President, Resident Manager @ Bank of America Merrill Lynch
- Vice President, Wealth Management Team Banker @ Bank of America Merrill Lynch
- Regional Bank Private Banker @ Wells Fargo
Matthew Weglarz's Education
- Villanova University
(Financial Management, Finance)
1998 - 2003
Matthew Weglarz's Skills
- Series 63
- Credit
- Finance
- Investments
- Wealth Management
- Banking
- Financial Services
- Series 7
- Mortgage Lending
- Management
Matthew Weglarz's Summary
Matthew Weglarz, based in New York, New York, United States, is currently a Senior Vice President of Investments at Wells Fargo Advisors, bringing experience from previous roles at Key Investment Services, Family Office and Bank of America. Matthew Weglarz holds a 1998 - 2003 Villanova University. With a robust skill set that includes Series 63, Credit, Finance, Investments, Wealth Management and more, Matthew Weglarz contributes valuable insights to the industry. Matthew Weglarz has 1 email on RocketReach.
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