Since 2018, Matt Romeo has been working in Sbk Financial 571, 571. This professional is an experienced Operations Manager with over four 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 gained different skills. Matt attended school at the Virginia Tech - Pamplin College of Business from 2009 to 2013. Matt Romeo has professional certification in Certified Financial Planner™ and Certified Behavioral Finance Analyst (Cbfa). Matt can be found in Richmond, Virginia – where this person is currently located. You can search for this expert's contacts. We can also provide you detailed contact information upon request.
Name variants:
Matthew Romeo,
Matthias Romeo
Last updated Jun 06, 2024
Contact Information
Workplace
Operations Manager
Richmond, VA
Industry
Financial Services, Investment Advisory Service
Work History
Financial Advisor
409 east Main St SUITE 200, Richmond, VA 23220
from Jun 2017
Associate Wealth Advisor at Sbk Financial
1001 Haxall Pt SUITE 705, Richmond, VA 23219
SBK Financial is a wealth management firm that specializes in family-focused financial planning.
Jun 2015 — Jun 2017
Investment Operations
1007 Slater Rd SUITE 200, Durham, NC 27703
Member of the firm’s Investment Policy Committee, assisted in managing investment operations and served as an internal contact for client relationship management.
Jun 1, 2013 — May 2015
Financial Planning Intern
220 Montgomery St SUITE 900, San Francisco, CA 94129
Served as winter break extern and summer intern at Yeske Buie. Created batch rebalancing system using Schwab Rebalancer to streamline work flow. Conducted Roth IRA conversion analyses and sa...
May 2012 — Aug 2012
Financial Planning Extern
220 Montgomery St SUITE 900, San Francisco, CA 94129
Dec 2011 — Dec 2011
Education
Occupations
Executive
Operations Manager
Director of Operations
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Powerpoint
Morningstar Advisor Workstation
Salesforce.com
Retirement Planning
Investments
Td Ameritrade Institutional
Tamarac Advisorview
Finance
Moneyguidepro
Asset Allocation
Investment Advisory
Orion
Wealth Management
Mutual Funds
Strategic Financial Planning
Microsoft Office
Microsoft Excel
Morningstar Direct
Financial Analysis
Schwab Institutional
Junxure
Finametrica
Tamarac Advisor Rebalancing
Investment Management
FAQs about Matt Romeo
What is the profession of Matt Romeo?
This professional's job is Operations Manager
What are the main profession of Matt Romeo?
These person's professions are Executive and Operations Manager
Where does Matt Romeo live?
Matt Romeo lives in Richmond, Virginia.
Does the expert have the email address?
mr**@vt.edu is The professional's email address.
How many companies did Matt Romeo work at?
Matt Romeo worked at six jobs.
Where has Matt Romeo studied?
Matt studied at the Virginia Tech - Pamplin College of Business from 2009 to 2013.
What are the certifications of Matt Romeo?
This professional received the following certifications: Certified Financial Planner™ and Certified Behavioral Finance Analyst (Cbfa).
What is professional industry that Matt Romeo worked in?
Matt Romeo works in Financial Services industry.