Since 2019, Matthew Garasic has been working in Summit Financial Strategies, Inc situated 73, 73. This person is a competent Staff Financial Advisor with over six years of work experience. According to Matthew's CV and work profile, Matthew has worked at more than six places with diverse backgrounds and got various skills. Matthew attended school at the The Ohio State University from 2013 to 2017. Matthew Garasic learned English. This person has the following certificates: Licensed Insurance Agent In the State of Ohio In Life, Accident, and Health Insurance, Investment Adviser Representative, and Certified Financial Planner (Cfp). Youngstown, Ohio is the place where this professional currently lives. You can search for the professional's phone and email. We can also provide you with additional contact information upon request.
Name variants:
Mathew Garasic,
Matthieu Garasic,
Matt Garasic,
Mat Garasic,
Matty Garasic,
Mattie Garasic
Last updated May 26, 2024
Contact Information
Workplace
Staff Financial Advisor
Columbus, OH
Industry
Financial Services, Financial Planning Investment Advising
Colleagues
Work History
Staff Financial Advisor
7965 north High St SUITE 350, Columbus, OH 43206
from Jan 1, 2019
Planning Analyst
5005 Rockside Rd SUITE 1200, Independence, OH 44131
Strategic Wealth Partners specializes in wealth management strategies for business professionals and entrepreneurs. We help you make smart financial decisions throughout every stage in life....
Feb 1, 2017 — Dec 2018
Fitness Monitor
Monitor the well-being of participants in group fitness classes.
Assist fitness instructors and participants with specified needs.
Act as the first line of care in the event of a particip...
Dec 2015 — May 2017
Financial Planner Assistant
150 north Radnor Chester Rd, Radnor, PA 19087
Analyze and prepare reports to show current portfolio and fund performance.
Create investment models that coincide with client investment objectives.
Evaluate client plans to see if there...
Aug 2016 — Feb 2017
Administrative Assistant
Created purchase orders, invoices and quotations for customers.
Managed accounts receivable and accounts payable.
Kept track of billing to ensure bills are paid in a timely manner.
Organ...
May 2016 — Aug 2016
Information Associate
Assisted with inventories and daily cycle counts conducted in the warehouse.
Developed a communication system for customers regarding product backorders.
Assisted in creating pick orders ...
Dec 2014 — Aug 2016
Education
2013 — 2017
2010 — 2013
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Analyst
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Analysts
Skills
Microsoft Excel
Microsoft Office
Powerpoint
Data Analysis
Data Entry
Risk Management
Time Management
Financial Planning
Financial Analysis
Microsoft Word
FAQs about Matthew Garasic
What is the profession of Matthew Garasic?
This professional's job is Staff Financial Advisor
What are the profession of Matthew Garasic?
These person's professions are Financial Broker and Financial Consultant
Where is Matthew Garasic currently located?
The professional is located in Youngstown, Ohio.
How many companies did Matthew Garasic work at?
Matthew Garasic worked at six jobs.
Where has Matthew Garasic studied?
Matthew studied at the Ohio State University from 2013 to 2017.
Are there any certifications, that Matthew Garasic has?
This expert received the following certifications: Licensed Insurance Agent In the State of Ohio In Life, Accident, and Health Insurance and Investment Adviser Representative.
What languages does Matthew Garasic speak?
Matthew Garasic speaks English.
Are there any professional industries, that Matthew Garasic is connected to?
This person works in Financial Services industry.