Matthew Wheeler Email & Phone Number
Financial Advisor, First Vice President-Investments, Fundamental Choice Portfolio Manager @ Wells Fargo Advisors
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Matthew Wheeler Location
- California, United States
Matthew Wheeler Work
- Financial Advisor, First Vice President-Investments, Fundamental Choice Portfolio Manager @ (October 2016 - Present)
- Private Client Advisor, VP @ (May 2013 - October 2016)
- VP, Business Development @ HR Efficient (April 2012 - May 2013)
- Vice President - Alternative Investment Consultant for Private Client Relationships @ (April 2011 - February 2012)
- Financial Advisor @ (October 2008 - April 2011)
- Senior Financial Advisor @ (October 2007 - October 2008)
- Financial Advisor @ (June 2001 - October 2007)
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 1 emails and 1 mobile phone numbers on RocketReach.
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