Since 2018, Matt Regan has been working in Wealthcare Capital Management situated 571, 571. This professional is a proficient President with over 24 years of work experience. According to Matt's resume and work profile, this person has worked at more than six places with numerous backgrounds and got various skills. Matt attended school at the Villanova University from 1987 to 1989. Matt can be found in Philadelphia, Pennsylvania – where this professional is currently located. You can search for this professional's e-mail and phone. We can also provide you exhaustive contact information upon request.
Name variants:
Matthew Regan,
Matthias Regan
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 8, 2022
Email
mr**@gmail.com
Location
Philadelphia, PA
Company
Workplace
President
Richmond, VA
Industry
Investment Management, Business Services Investment Advisory Service
Colleagues
Work History
President
1021 east Cary Street Rd SUITE 1120, Richmond, VA 23221
Wealthcare Capital Management LLC is the creator of the original goals-based planning software released more than 15 years ago and holds 12 patents on this innovative planning process. Drive...
from Aug 2018
Chief Operations Officer
Pennsylvania
Founded in 1987, Wescott Financial Advisory Group is an SEC-registered, fee-only investment advisory and wealth management firm. Our clients are high-net-worth individuals, families, trusts,...
Jul 2015 — Aug 2018
Independent Financial Services Consultant
Strategic and operational consultant with deep experience in the operations and management of financial services firms. Specialize in business build out and transformation, product developme...
Mar 2012 — Jun 2015
Co-Founder and Managing Partner
909 Montgomery St, San Francisco, CA 94133
Founding partner of this innovative financial services company. Created and managed the retail brokerage business for the firm, centered around corporate venture services as well as online d...
1998 — Mar 2012
Relationship Manager
255 Fiserv Dr, Brookfield, WI 53045
Worked with key clients to establish jointly managed online brokerage ventures. An innovative model in the industry embraced by Wells Fargo, FBR.com and WR Hambrecht + Co.
Jan 1997 — Aug 1999
Director of Securities Lending
255 Fiserv Dr, Brookfield, WI 53045
Established the firm's matched book business and grew that business from zero to over $1b. Managed a group of eight employees, and increased revenue from less than $1m to over $5m annually.
Sep 1996 — Jan 1998
Education
1987 — 1989
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Director of Operations
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Equities
Wealth Management
Securities
Investments
Capital Markets
Investment Banking
Investment Advisory
Trading
Series 7
Trading Systems
Due Diligence
Corporate Development
E Business
Operational Risk
Asset Managment
Compliance