Matthew Lebo is a eficient expert, working in Private Trust Company In Lancaster Pa on the position of Investment Officer since 2015. This person gained professional experience in more than nine positions at different companies. Matthew Lebo went to the University of Richmond - Robins School of Business and was studying from 2008. Harrisburg, Pennsylvania is the area, where this expert was known to be living. Their email address and number can be easily accessed through SoftwareOfficial on demand.
Name variants:
Mathew Lebo,
Matthieu Lebo,
Matt Lebo,
Mat Lebo,
Matty Lebo,
Mattie Lebo
Last updated Jun 06, 2024
Contact Information
Last Update
Feb 1, 2016
Email
ml**@sovereignbank.com
Location
Harrisburg, PA
Company
Private Trust Company In Lancaster Pa
Workplace
Investment Officer
Work History
Registered Investment Advisor
336 Cumberland St, Lebanon, PA 17042
Analyzed companies’ retirement and pension plans to ensure they are reducing expenses and maximizing returns.
Assessed companies’ insurance and benefits packages, finding ways for companie...
Jul 2010 — Sep 2011
Investment Advisor Representative
Help individuals with all different aspects of financial planning, including retirement planning, investment analysis, estate planning, and analysis of insurance needs.
Jul 2008 — Jul 2010
Investment Advisor Representative
Completed extensive sales training program to learn a consultative sales process for conducting client meetings.
Provided knowledgeable investment advice to client, including information a...
Jul 2008 — Jul 2010
Education
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Investments
Finance
Insurance
Financial Planning
Estate Planning
Employee Benefits
Wealth Management
Financial Analysis
Series 7
Portfolio Management
Financial Services
Mutual Funds
FAQs about Matthew Lebo
What is the profession of Matthew Lebo?
This professional's job is Investment Officer
What are the profession of This expert?
These person's professions are Executive and Vice President
Where does Matthew Lebo live?
Harrisburg, Pennsylvania is the place where Matthew Lebo lives
What is Matthew Lebo's email?
The professional's email is ml**@sovereignbank.com.
How many companies did Matthew Lebo work at?
The professional worked at nine jobs.
Where has Matthew Lebo studied?
Matthew studied at the University of Richmond - Robins School of Business from 2008.
What is the industry that Matthew Lebo worked in?
Matthew works in Financial Services industry.
Are there any professional skills Matthew Lebo has?
Matthew Lebo has skills in the following areas: Retirement Planning, Investments, Finance, Insurance, Financial Planning, Estate Planning, Employee Benefits, Wealth Management, Financial Analysis, and Series 7.