William Matejka Email & Phone Number
Financial Advisor @ Buckeye Deferred Comp
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William Matejka Location
- Twinsburg, OH, US
William Matejka Work
- Financial Advisor @ (April 2010 - Present)
- Financial Advisor @ (January 2001 - January 2008)
- Financial Advisor @ (January 1990 - January 2001)
William Matejka Education
- John Carroll University
Bachelor of Arts (BA) (Economics)
1990-1994 - University of Cincinnati
Transferred out after sophmore year (Accounting and Finance)
1988-1990
William Matejka Skills
- Financial Advisory
- Financial Risk Management
- Goal Development
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Strategic Planning
- Pensions
- Management
- Financial Planning
- Investment Advisory
- Investments
- Retirement
- Wealth Management Services
- Estate Planning
- Investment Strategies
- Insurance
- Mutual Funds
- Finance
- Strategic Financial
- Asset Allocation
- Budgets
- Accounting
- Series 7
- Financial Reporting
- Leadership
- Real Estate
William Matejka Summary
- William Matejka, based in Twinsburg, OH, US, is currently a Financial Advisor at Buckeye Deferred Comp. William Matejka brings experience from previous roles at Lincoln Financial Advisors and KeyBank. William Matejka holds a 1990 - 1994 Bachelor of Arts (BA) in Economics @ John Carroll University. With a robust skill set that includes Financial Advisory, Financial Risk Management, Goal Development, Portfolio Management, Retirement Planning and more. William Matejka has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Buckeye Deferred Comp Employees
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