Equitable Advisors@ Equitable
Dallas, Texas, United States
Matt Herbert
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Providence College
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Tell me more about Matt Herbert?
FlashIntel GPTMatt Herbert is an experienced professional with 13.5 years of work experience in investments, mutual funds, securities, finance, and financial analysis. He is skilled in Microsoft Excel, Series 7, Portfolio Management, PowerPoint, equities, fixed income, series 63, and Microsoft Office. Currently, he works as an Internal Wholesaler at State Street Global Advisors in the United States. Previously, he held positions at Equitable, Merrill Lynch, and State Street, where he gained expertise in investment sales, wealth management, and financial services.
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Emails and Phone Numbers
About
Internal Wholesaler at State Street Global Advisors
Work Experience
Equitable Advisors
Investment Sales Specialist
Financial Services
Matt Herbert's Professional Milestones
- intern- implementation and national branch sales (2011-06-01~2011-08-01): Leveraging knowledge of construction and sales techniques to drive business growth and enhance productivity.
- Wealth Management Associate (2015-01-01~2022-01-01): Maximized returns by successfully managing and securing wealth through strategic investment portfolio management.
Education
Sociology,
Bachelors,
Bachelor Of Arts
2009-2012Skill
Investments
Mutual Funds
Securities
Finance
Financial Analysis
Microsoft Excel
Series 7
Portfolio Management
Powerpoint
Equities
Fixed Income
Series 63
Microsoft Office
Finra
Certification
Colleagues
Tania Gee
Head Of Product Development & Pricing | Lead Director | Product Owner | Agile
Shanene Muldrow
Author | Product Owner
Doug Eaton
Scrum Master Product Owner | Security Manager
Ryan Davis
Product Owner
Sara Borgardt White, PHR
HR Product Owner
Other Named Matt Herbert
Frequently asked questions
We found 1 Matt Herbert's email addresses
We found 2 Matt Herbert's phone numbers
Matt Herbert's social media include: Linkedin,
Matt Herbert works for Equitable
Matt Herbert's role in Equitable is Equitable Advisors
Matt Herbert works in the industry of Financial Services
Matt Herbert's colleagues are Tania Gee,Shanene Muldrow,Doug Eaton
Matt Herbert's latest job experience is Equitable Advisors at Equitable
Matt Herbert's latest education in Providence College
