Matt Marty is a high-skilled professional, that works in Charles Schwab main office of which is in 1096. on the position of Director, Relationship Management Corporate and Retirement Services from 1996. This expert gained professional experience in more than three positions at different companies. Matt Marty went to the Bowling Green State University and was studying there from 1989 to 1992. Matt Marty has such professional qualifications as Series 7, Series 66, and Qpa. Cleveland, Ohio is the area, where this expert was lastly known to live. Matt's phone and email can be accessed through this website by request.
Name variants:
Matthew Marty,
Matthias Marty
Last updated Jun 05, 2024
Contact Information
Workplace
Director, Relationship Management Corporate and Retirement Services
San Francisco, CA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Director, Relationship Management Corporate and Retirement Services
211 Main St, San Francisco, CA 94105
1996 — Apr 2015
Managing Director, Conversion and Document Services
4150 Kinross Lakes Pkwy, Richfield, OH 44286
Serve as the leader responsible for developing and implementing the strategy for defined contribution, defined benefit, non qualified, and ESOP retirement plan conversions. Provide direct da...
from Apr 2015
Client Manager
127 Public Sq, Cleveland, OH 44114
KEY CORPORATION, Cleveland, Ohio 1990-1996
Account Analyst, 401(k) DC Complex Delivery Unit, 1993-1996
Recordkeeper and Investment Manager for complex pension plans
Communicated daily wi...
1992 — 1996
Education
1989 — 1992
1985 — 1988
Occupations
Executive
Chief Executive Officer
Director
Accountant
Finance and Accounting Specialist
Leader
Managers
Corporate Executive
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
401K
Series 63
Mutual Funds
Financial Services
Series 7
Asset Management
Retirement
Relationship Management
Series 66
Retirement Planning
Pensions
Investments
Defined Contribution
Asset Allocation
Defined Benefit
Management
FAQs about Matt Marty
What's the main profession of Matt Marty?
Matt Marty is a Managing Director, Conversion and Document.
What jobs is Matt Marty a professional at?
Matt is proficient at such jobs as Executive and Chief Executive Officer.
Where does Matt Marty currently live?
Cleveland, Ohio is the place where Matt Marty lives
Does the professional have the email address?
mm**@zoominternet.net is The expert's email address.
How many companies did Matt Marty work at?
The professional worked at three jobs.
Where has Matt Marty studied?
Matt studied at the Bowling Green State University from 1989 to 1992.
What are the certifications of Matt Marty?
Matt Marty received the following certifications: Series 7, Series 66, Qpa, and Qka.
What is the industry that Matt Marty is connected to?
Matt Marty works in Financial Services industry.