For over 18 years Matthew Ouellette has been working in different jobs. Recently, this professional worked as a Treasurer in Habitat For Humanity of York County widening experience. This expert graduated from The American College of Financial Services in 2007 where the professional got all the necessary knowledge and skills. This expert has all required knowledge and skills for his job, that is proven by these certifications in Certified Financial Planner™ and License 132773. You can find this person in South Berwick, Maine, where he is located nowadays. SoftwareOfficial has all the information you need to be in touch with Matthew Ouellette, such as this expert's phone number or email. Send us the request to get additional info.
Name variants:
Mathew Ouellette,
Matthieu Ouellette,
Matt Ouellette,
Mat Ouellette,
Matty Ouellette,
Mattie Ouellette
Last updated Jun 07, 2024
Contact Information
Workplace
Colleagues
Work History
Treasurer
825 north Anderson Rd, Rock Hill, SC 29730
Maintaining accurate accounting records and reporting financial condition to the board.
2012 — 2013
Investment Executive
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. SIS Investment Services is a trade name of the bank. Infinex and the bank are ...
from May 2008
Certified Financial Plannerâ
I help people develop and implement strategies to meet their financial goals.
from Apr 2008
Regional Vice President
Developed new business opportunities for Integrity's mutual fund line up.
Jan 2007 — Apr 2008
Vice President
Built agency annuity business. Responsibilities included due diligence and contract negotiation with Insurance carriers and intermediaries and recruiting advisor/agents, negotiating compensa...
Jan 2005 — Jan 2007
Regional Vice President
1 Corporate Way, Lansing, MI 48951
Developed new and managed existing relationships with representatives to increase revenue of Jackson products throughout the South Texas territory.
Feb 2004 — Jan 2005
Regional Director
10 Hudson Yards, New York, NY
Work directly with financial advisors and senior management focusing on marketing, education, communication and distribution of investment products and services.
Mar 2001 — Jan 2004
Dealer Marketing Services Associate
100 Federal St, Boston, MA 02110
Jun 1999 — Feb 2000
Manufacturing Engineer
168 3Rd Ave, Waltham, MA 02451
Provided engineering support for manufacturing process - this included reviewing and analyzing information, determining and solving problems, and identifying opportunities and implementing i...
Jan 1996 — Jun 1999
Education
2006 — 2007
1986 — 1994
Occupations
Executive
Treasurer
Accountant
Finance and Accounting Specialist
Financial Officer
Financial Manager
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Investments
Risk Management
401K
Mutual Funds
Separately Managed Accounts
Variable Annuities
Series 7
Series 63
Series 6
Due Diligence
Insurance
Financial Advisory
Investment Advisory
Retirement
Fixed Annuities
Finra
Estate Planning
Wealth Management
Strategic Financial Planning
Alternative Investments
Investment Strategies
Finance
Financial Services
Asset Allocation
Asset Management
Portfolio Management
Financial Planning
Trading
FAQs about Matthew Ouellette
What is the main profession of Matthew Ouellette?
This professional's job is Investment Executive
What are the profession of This professional?
These person's professions are Executive and Treasurer
Where does Matthew Ouellette live?
South Berwick, Maine is the place where Matthew Ouellette currently lives
Where did Matthew Ouellette work?
Matthew worked at Habitat For Humanity of York County, Infinex Investments.
What education does Matthew Ouellette have?
Matthew studied at the American College of Financial Services from 2006 to 2007.
What are the certifications of Matthew Ouellette?
The professional received the following certifications: Certified Financial Planner™ and License 132773.
What is professional industry that Matthew Ouellette is connected to?
This person works in Financial Services industry.
Are there any special skills Matthew Ouellette has?
This person has skills in the following areas: Retirement Planning, Investments, Risk Management, 401K, Mutual Funds, Separately Managed Accounts, Variable Annuities, Series 7, Series 63, and Series 6.