We found the following information about Matthew Benz at The Mather Group, Llc, where this expert has worked as a Senior Wealth Advisor since 2019. Matthew's total work experience is over 11 years, during which time they had at least six jobs at different places to develop skills. Matthew studied at the University of Florida from 2004 to 2006. This person is proficient in English. Matthew can be found in Jupiter, Florida – where this professional currently lives. You can search for their phone number and email. We can also provide you exhaustive contact information upon request.
Name variants:
Mathew Benz,
Matthieu Benz,
Matt Benz,
Mat Benz,
Matty Benz,
Mattie Benz
Last updated Jun 06, 2024
Contact Information
Workplace
Colleagues
Work History
Senior Wealth Advisor
353 north Clark St SUITE 2775, Chicago, IL 60654
from May 2019
Regional Director
333 3Rd Ave north SUITE 300, Saint Petersburg, FL 33701
Business development and relationship management covering 19 investment offices, and more than 55 producing employees. Promote firm’s investment management, financial planning, and tax plann...
Apr 2017 — May 2019
Vice President - Regional Manager
180 Montgomery St, San Francisco, CA 94129
Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $71.7 billion in assets. Founded in 1874, Bank of the West provides ...
May 2015 — Apr 2017
Regional Planning Consultant
245 Summer St, Boston, MA 02210
Coached and mentored team of 15 Retirement Consultants in the Affluent market segment and 9 Retirement Consultants in the Mass Affluent market segment. Coaching base focused on building a Co...
Jan 1, 2015 — May 2015
Financial Consultant
245 Summer St, Boston, MA 02210
Responsibility for the management, retention, and development of a client book reaching over $450million. Client base consisted of 400-500 high net worth client accounts between approximatel...
Jul 2011 — Dec 2014
Investment Consultant
245 Summer St, Boston, MA 02210
Focused on meeting with, and developing financial plans and investment strategies for clients in the $50k-$250k LNW space. Focused on uncovering additional planning opportunities and transit...
Oct 2007 — Jul 2011
Education
2004 — 2006
2002 — 2004
Occupations
Advisor
Executive
Region Manager
Area Manager
Managers
Skills
Investments
Series 7
Mutual Funds
Wealth Management
Relationship Management
Financial Services
Financial Planning
Finance
Banking
Retirement Planning
Portfolio Management
Asset Allocation
Strategic Financial Planning
Retirement
Insurance
Financial Markets
401K
Cold Calling
Financial Advisory
Management
Asset Management
Investment Advisory
Strategy
FAQs about Matthew Benz
What's the main profession of Matthew Benz?
This professional's job is Senior Wealth Advisor
What jobs is Matthew proficient at at?
The expert is a professional such jobs as Advisor.
Where does Matthew Benz live?
The professional currently lives in Jupiter, Florida.
What is the professional's email?
The expert's email is mr**@gmail.com.
Where did Matthew Benz work?
This expert worked at The Mather Group, Llc, Doyle Wealth Management.
What education does Matthew Benz have?
Matthew studied at the University of Florida from 2004 to 2006.
What languages does Matthew Benz speak?
Matthew Benz speaks English.
Are there any professional industries, that Matthew Benz works in?
Matthew works in Investment Management industry.