Matthew Foertsch has been a Broker-Dealer Analyst at Foothill Securities, Inc. since 2011. Additionally, the person has professional experience at more than four companies using similar skills. Matthew has a total work experience of two+ years. Matthew Foertsch studied at the National Taiwan University from 2009 to 2010. They learned Mandarin. Matthew Foertsch has the following certificates: Cfa Level I, Series 7, Series 24, Series 99, and Series 66. Now this person lives in San Francisco, California region. Find this professional's actual e-mail and phone through SoftwareOfficial search.
Name variants:
Mathew Foertsch,
Matthieu Foertsch,
Matt Foertsch,
Mat Foertsch,
Matty Foertsch,
Mattie Foertsch
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ma**@blackrock.com, ma**@gmail.com
Location
San Francisco, CA
Company
Workplace
Broker-Dealer Analyst
Mountain View, CA
Industry
Security Broker/Dealer Investment Advisory Service, Securities Broker/Dealer, Financial Advisor
Colleagues
Work History
Broker-Dealer Analyst
Analyzed prospective capital investment projects to enhance broker-dealer services. Projects focused on technology solutions for payroll, compliance, CRM, and ECM systems
Investment analysis...
from Mar 2011
Translator, Editor & Author
Taipei, Taiwan
Translated financial and technical documents – including comprehensive financial statements, marketing materials and technical manuals – from Chinese to English
Created print and web-based m...
Feb 2009 — Dec 2010
Intern
Forecasted shipping trends for Asia-U.S. exports; used Microsoft Excel to create demand scenario analysis for US Customs bonds, FMC bonds, and cargo insurance policies from Asian exporters
D...
May 2008 — Jan 2009
Intern
Liaised tasks between Pershing and the over 140 representatives of the broker-dealer. Activities ranged from start-to-finish maintenance on customer investment accounts – including account o...
May 2007 — Aug 2007
Education
2009 — 2010
2005 — 2010
2007 — 2008
Occupations
Analyst
Accountant
Finance and Accounting Specialist
Writer
Translator
Editor
Author
Analysts
Accounting Bookkeeper
Bookkeeper
Bilingual Communications Specialist
Language Specialist
Skills
Alternative Investments
Series 63
Financial Advisory
Fixed Income
Fundamental Analysis
Retirement Planning
Valuation
Financial Planning
Portfolio Management
Financial Modeling
Chinese
Capital Markets
Investments
Bloomberg
Finance
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Equities
Mutual Funds
Investment Strategies
Risk Management
Asset Management
Separately Managed Accounts
Financial Analysis
Etfs
Trading
Retirement
Options
Series 7
Securities
Hedge Funds
Investment Management
Financial Markets
FAQs about Matthew Foertsch
What's the main profession of Matthew Foertsch?
This professional's job is Wealth Management
What are the main profession of Matthew?
These person's professions are Analyst
Where does Matthew Foertsch currently live?
San Francisco, California is the place where Matthew Foertsch currently lives
Does Matthew Foertsch have the email address?
ma**@blackrock.com and ma**@gmail.com is Matthew's email address.
How many companies did Matthew Foertsch work at?
Matthew Foertsch worked at four jobs.
What education does Matthew Foertsch have?
Matthew studied at the National Taiwan University from 2009 to 2010.
Are there any certifications Matthew Foertsch has?
Matthew received the following certifications: Cfa Level I, Series 7, Series 24, Series 99, Series 66, Cfa Institue, and Financial Industry Regulatory Authority.
What languages does Matthew Foertsch speak?
Matthew Foertsch speaks Mandarin.