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Matthew Wolcott Location
New York, NY, US
Matthew Wolcott Work
Chief Operating Officer @ (April 2021 - Present)
Senior Vice President @ (May 2019 - April 2021)
Director @ (July 2003 - April 2019)
Vice President @ (July 2003 - March 2006)
Vice President @ (June 2000 - June 2003)
Matthew Wolcott Education
West Virginia University
BA (Criminology)
1991-1995
Matthew Wolcott Skills
Equities
Series 7
Series 63
Mutual Funds
Securities
ETFs
Wealth Management
Investments
Series 65
Series 24
Trading Systems
FINRA
Asset Allocation
Alternative Investments
Trading
Team Building
Sales
Strategy
Customer Service
Business Strategy
Management
Marketing Strategy
Matthew Wolcott Summary
Matthew Wolcott, based in New York, NY, US, is currently a Chief Operating Officer at SmartTrust®. Matthew Wolcott brings experience from previous roles at SmartTrust®, Merrill Lynch, Advest, Inc. and Morgan Stanley Smith Barney. Matthew Wolcott holds a 1991 - 1995 BA in Criminology @ West Virginia University. With a robust skill set that includes Equities, Series 7, Series 63, Mutual Funds, Securities and more. Matthew Wolcott has 2 emails and 2 mobile phone numbers on RocketReach.
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