Matthew Geraci is a high-skilled expert, working in Janney Montgomery Scott on the position of Practice Management and Technology Specialist since 2012. Matthew gained professional experience in more than four positions at various companies. Matthew Geraci went to the University of Delaware and got education there from 2003 to 2006. This person has professional qualifications: Certified Financial Planner, Cfp, Chartered Financial Consultant (Chfc), and Certified In Long-Term Care (Cltc). Media, Pennsylvania is the city, where this person was lastly known to live. The professional's contacts can be accessed through this website on demand.
Name variants:
Mathew Geraci,
Matthieu Geraci,
Matt Geraci,
Mat Geraci,
Matty Geraci,
Mattie Geraci
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 9, 2022
Email
mg**@janney.com, ma**@yahoo.com
Location
Media, PA
Company
Janney Montgomery Scott LLC
Workplace
Practice Management and Technology Specialist
Work History
Practice Management and Technology Specialist
Greater Philadelphia Area
from Feb 2012
Credit Analyst
Contracted by large commercial insurance companies to review hospital patient accounts. Look for commercial insurance credits caused by overpayments related to coordination of benefits issue...
Feb 2010 — Feb 2012
Intern
Create best practices manual for retail banking operations for a bank in the midst of several branch acquisitions. Work directly with C level executives to uniform these processes in all br...
Jun 2005 — Aug 2005
Education
2003 — 2006
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Credit Analyst
Operations Manager
Accounting Bookkeeper
Bookkeeper
Loan Accountant
Skills
Finance
Investments
Mutual Funds
Financial Analysis
Wealth Management
Securities
Retirement Planning
Strategic Financial Planning
Equities
Asset Allocation
Life Insurance
Customer Service
Analysis
Financial Services
Marketing
Business Development
Disability Insurance
Financial Advisory
Portfolio Management
Asset Management
Insurance
FAQs about Matthew Geraci
What's the profession of Matthew Geraci?
This professional's job is Wealth Manager
What are the profession of Matthew?
These person's professions are Executive and Manager
Where does Matthew Geraci currently live?
Matthew Geraci lives in Media, Pennsylvania.
Does Matthew Geraci have the email address?
mg**@janney.com and ma**@yahoo.com is Matthew's email address.
Where did Matthew Geraci work?
Matthew Geraci worked at Janney Montgomery Scott LLC, CDR Associates.
What education does Matthew Geraci have?
Matthew studied at the University of Delaware from 2003 to 2006.
What are the certifications of Matthew Geraci?
The professional received the following certifications: Certified Financial Planner, Cfp, Chartered Financial Consultant (Chfc), and Certified In Long-Term Care (Cltc).
What is the industry that Matthew Geraci is connected to?
Matthew works in Financial Services industry.