Matthew Woods Email & Phone Number
Partner @ Waypoint Wealth Counsel
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Matthew Woods Location
- Atlanta, GA, US
Matthew Woods Work
- Partner @ (June 2014 - Present)
- Financial Advisor @ (January 2007 - June 2014)
Matthew Woods Education
- The University of Georgia
Bachelor of Science (B.S.) (Accounting)
1999-2004 - The Lovett School
Matthew Woods Skills
- Financial Analysis
- Investments
- Portfolio Management
- Wealth Management
- Asset Management
- Financial Modeling
- Due Diligence
- Insurance
- Valuation
- Asset Allocation
- Retirement Planning
- Strategic Financial Planning
- Mergers & Acquisitions
- Securities
- Public Speaking
- Human Resources
- Strategic Planning
- Microsoft Office
- Microsoft Excel
- Training
- Project Management
- Mergers and Acquisitions
Matthew Woods Summary
- Matthew Woods, based in Atlanta, GA, US, is currently a Partner at Waypoint Wealth Counsel. Matthew Woods brings experience from previous roles at Morgan Stanley Smith Barney. Matthew Woods holds a 1999 - 2004 Bachelor of Science (B.S.) in Accounting @ The University of Georgia. With a robust skill set that includes Financial Analysis, Investments, Portfolio Management, Wealth Management, Asset Management and more. Matthew Woods has 2 emails and 2 mobile phone numbers on RocketReach.
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