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Matt C Romeo

from Midlothian, VA
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Related to:
Maria Romeo Whiteaker, 64Jorge Schmidt, 63Grecian W Standley, 58Alicia A Grebe, 55Erika N Dendtler, 39Matthew Carmen Romeo, 35Jennifer Margaret Romeo, 34Thomas J Romeo, 62Stephanie Romeo, 32Jonathan G Romeo, 61Matthew Carmen Romeo, 33
Connected to:
Aubrey Romeo, 103Carolyn G Romeo, 55Celeste Romeo, 83Cesar Romeo, 54Filippo Romeo, 82Gerard F Romeo, 71Jacquelyn D Romeo, 60Joanne J Romeo, 65Kandra K Romeo, 44Linda M Romeo, 76

Matt Romeo Phones & Addresses

  • Midlothian, VA

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Resumes

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Operations Manager

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Location:
8720 Stony Point Pkwy, Richmond, VA 23235
Industry:
Financial Services
Work:
Sbk Financial
Operations Manager
Atlas Financial Richmond, Va
Financial Advisor
Sbk Financial, Inc. Jun 2015 - Jun 2017
Associate Wealth Advisor at Sbk Financial
Gordon Asset Management, Llc Jun 1, 2013 - May 2015
Investment Operations
Yeske Buie May 2012 - Aug 2012
Financial Planning Intern
Education:
Virginia Tech - Pamplin College of Business 2009 - 2013
Bachelors, Bachelor of Science, Business, Business Finance, Finance Virginia Tech
Skills:
Powerpoint
Morningstar Advisor Workstation
Salesforce.com
Retirement Planning
Investments
Td Ameritrade Institutional
Tamarac Advisorview
Finance
Moneyguidepro
Asset Allocation
Investment Advisory
Orion
Wealth Management
Mutual Funds
Strategic Financial Planning
Microsoft Office
Microsoft Excel
Morningstar Direct
Financial Analysis
Schwab Institutional
Junxure
Finametrica
Tamarac Advisor Rebalancing
Investment Management
Interests:
Music
Running
Cooking
Exercise
Certifications:
Certified Financial Planner™
Certified Behavioral Finance Analyst (Cbfa)
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Matt Romeo

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Matt Romeo

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Matt Romeo

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Work:
Credaxis 2015 - 2015
Project Manager
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Matt Romeo

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Matt C Romeo from Midlothian, VA Get Report