We found the following information about Matt Abrams at Freestone Capital Management, where Matt Abrams has worked as a Senior Associate since 2016. Matt's total work experience is over five years, during which time this person had at least four jobs at different places to develop professional skills. Matt studied at the University of Washington from 2013 to 2015. This professional received the following certifications: Financial Industry Regulatory Authority (Finra), Series 7, and Series 66. Currently, Matt Abrams lives in Emmett, Idaho. You can contact with Matt by looking for phone number or email or find additional info by requesting access to the professional's additional details.
Name variants:
Matthew Abrams,
Matthias Abrams
Last updated Jun 07, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ma**@freestonecapital.com, ma**@wellsfargo.com, ma**@gmail.com
Location
Emmett, ID
Company
Workplace
Senior Associate
Seattle, WA
Industry
Investment Management, Investment Advisory Service, Investment Business
Colleagues
Work History
Senior Associate
701 5Th Ave, Seattle, WA 98104
Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, Portland, San Francisco and Santa Barbara. We pro...
Nov 2016 — Jun 2018
Director
701 5Th Ave, Seattle, WA 98104
My primary focus is to simplify the complexities created by wealth. As a fee-only Registered Investment Advisor (RIA), we operate as a fiduciary on behalf of our clients. Guided by the perso...
from Jun 2018
Private Banker at Wells Fargo
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
Sep 1, 2015 — Nov 2016
Education
2013 — 2015
Occupations
Executive
Director
Scientist
Senior Associate
Advisor
Accountant
Finance and Accounting Specialist
Lawyer
Fiduciary
Operations Manager
Supporting Member
Team Member
Accounting Bookkeeper
Bookkeeper
Trust Law Attorney
Lawyer
Skills
Wealth Management
Asset Management
Alternative Investments
Investments
Mortgage Lending
Mortgage Banking
Sales
Retail Banking
Marketing
Loans
Referrals
Communication
Sales Management
High Performance Teams
Strategic Partnerships
Customer Experience
Property
Sales Leadership Training
Asset Allocation
Securities Lending
Relationship Management
FAQs about Matt Abrams
What is the main profession of Matt Abrams?
This professional's job is Director
What are the profession of The expert?
These person's professions are Executive and Director
Where does Matt Abrams currently live?
Emmett, Idaho is the place where Matt Abrams currently lives
What is the professional's email?
Matt Abrams's email is ma**@freestonecapital.com and ma**@wellsfargo.com.
Where did Matt Abrams work?
This expert worked at Freestone Capital Management, Freestone Capital Management.
What education does Matt Abrams have?
Matt studied at the University of Washington from 2013 to 2015.
What are the certifications of Matt Abrams?
This expert received the following certifications: Financial Industry Regulatory Authority (Finra), Series 7, Series 66, and Certified Financial Planner™.
What is professional industry that Matt Abrams worked in?
Matt works in Financial Services industry.