Matthew Wheeler Email & Phone Number
Financial Advisor, First Vice President-Investments, Fundamental Choice Portfolio Manager @ Wells Fargo Advisors
5 free lookup(s).
Matthew Wheeler Location
- California, United States
Matthew Wheeler Work
- 2016 - now Financial Advisor, First Vice President-Investments, Fundamental Choice Portfolio Manager @
- 2013 - 2016 Private Client Advisor, VP @
- 2012 - 2013 VP, Business Development @ HR Efficient
- 2011 - 2012 Vice President - Alternative Investment Consultant for Private Client Relationships @
- 2008 - 2011 Financial Advisor @
- 2007 - 2008 Senior Financial Advisor @
- 2001 - 2007 Financial Advisor @
Matthew Wheeler Education
- UC San Diego
Bachelor of Science (Management Science (Economics))
1997 - 2001
Matthew Wheeler Skills
- Business Analysis
- Microsoft Excel
- Investments
- Sales
- Financial Modeling
- Leadership
- Investment Management
- Finance
- Credit Analysis
- Credit
- Loans
- Management
- Financial Analysis
- Banking
- Credit Risk
- Financial Risk
- Financial Planning
- Risk Management
- Corporate Finance
Matthew Wheeler Summary
- Matthew Wheeler, based in California, United States, is currently a Financial Advisor, First Vice President-Investments, Fundamental Choice Portfolio Manager at Wells Fargo Advisors. Matthew Wheeler brings experience from previous roles at J.P. Morgan, HR Efficient, Altegris Investments and Principal Financial Group. Matthew Wheeler holds a 1997 - 2001 Bachelor of Science in Management Science (Economics) @ UC San Diego. With a robust skill set that includes Business Analysis, Microsoft Excel, Investments, Sales, Financial Modeling and more. Matthew Wheeler has 2 emails and 1 mobile phone numbers on RocketReach.
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