Matthew Waldman

Matthew Waldman Work

Founder

@

Wealth Advisor

@ Divvi Wealth Management

C

Member

@ Colligo Group, LLC

Senior Vice President, Head of Sales

@ Waddell & Reed

Matthew Waldman Education

1994 - 1999 Bachelor of Arts in Interdisciplinary Studies in Business, Sociology & Theatre

University of Missouri-Columbia
eCornell Executive Leadership Program Participant

Cornell University

Matthew Waldman Skills

Wealth ManagementSecuritiesFinancial AdvisoryMutual FundsInvestmentsInsuranceSalesFinancial ServicesAsset AllocationFinancial PlanningETFsSeries 24Customer ServiceInvestment ManagementInvestment StrategiesRetirementSeries 65Relationship ManagementPortfolio ManagementEquitiesMarketingBusiness DevelopmentFixed IncomeSales ManagementSeparately Managed AccountsFinanceSeries 7Retirement PlanningSeries 6Variable AnnuitiesAlternative InvestmentsAccount ManagementSeries 63401kFixed AnnuitiesAsset ManagementStrategic Financial PlanningInvestment AdvisoryManagementMicrosoft OfficeFinancial AnalysisProject Management

Matthew Waldman Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Matthew Waldman currently works at Divvi Wealth Management as Matthew Waldman - Founder | Wealth Advisor at Divvi Wealth Management.

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