Mark Matos resumes & CV records
Resumes
Senior Financial Advisor
Location:
26686 Little John Ct, Bonita Springs, FL 34135
Industry:
Financial Services
Work:
Global Wealth Consultants Llc
Mar 2009 - Mar 2016
Managing Director Hbks Wealth Advisors Mar 2009 - Mar 2016
Senior Financial Advisor Fifth Third Bank Jan 2006 - Mar 2009
Portfolio Manager
Managing Director Hbks Wealth Advisors Mar 2009 - Mar 2016
Senior Financial Advisor Fifth Third Bank Jan 2006 - Mar 2009
Portfolio Manager
Education:
Akadémia Médií 2015 - 2019
Masters Gia (Gemological Institute of America) 2017 - 2018
The American College of Financial Services 2014 - 2017
Akadémia Médií 2015 - 2016
The American College of Financial Services 2014 - 2016
Kaplan University 2013 - 2014
Florida Gulf Coast University 2003 - 2006
Bachelors, Computer Information Systems, Finance Edison State Community College 2001 - 2003
Associates, Associate of Arts, Business Management, Accounting Florida Southwestern Collegiate High School 2001 - 2003
Associates, Associate of Arts, Business Management, Accounting Coyle & Cassidy High School
Crosby High School
Edison State College
Associates, Associate of Arts
Masters Gia (Gemological Institute of America) 2017 - 2018
The American College of Financial Services 2014 - 2017
Akadémia Médií 2015 - 2016
The American College of Financial Services 2014 - 2016
Kaplan University 2013 - 2014
Florida Gulf Coast University 2003 - 2006
Bachelors, Computer Information Systems, Finance Edison State Community College 2001 - 2003
Associates, Associate of Arts, Business Management, Accounting Florida Southwestern Collegiate High School 2001 - 2003
Associates, Associate of Arts, Business Management, Accounting Coyle & Cassidy High School
Crosby High School
Edison State College
Associates, Associate of Arts
Skills:
Investments, Portfolio Management, Estate Planning, Wealth Management, Strategic Financial Planning, Finance, Asset Allocation, Mutual Funds, Asset Management, Investment Advisory, Investment Strategies, Financial Analysis, Asset Managment, Investment Management, Alternative Investments, Securities, Equities, Financial Advisory, Fixed Income, Hedge Funds, Retirement Planning, Fundamental Analysis, Retirement, Financial Services, Wealth Management Services, Bonds, Financial Markets, Equity Research, Trading, Financial Planners, Options, Valuation, Capital Markets, Derivatives, 401K, Management, High Net Worth Individuals, Funding, Private Banking, Series 65, Sales, Financial Planning, Social Media, Marketing, Cfp, Personal Financial Planning, Personal Finance, Customer Service, Social Media Marketing, Social Media Consulting
Interests:
Social Services
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Environment
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Animal Welfare
Arts and Culture
Health
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Environment
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Animal Welfare
Arts and Culture
Health
Languages:
English
Certifications:
Certified Financial Planner™
Social Media Strategist
Chartered Life Underwriter®
Chartered Financial Consultant® (Chfc®)
Cfp Board
Social Media Academy Global
The American College of Financial Services
Social Media Strategist
Chartered Life Underwriter®
Chartered Financial Consultant® (Chfc®)
Cfp Board
Social Media Academy Global
The American College of Financial Services
Mark Matos