Trading Specialist/Portfolio Consultant
Matt graduated from the University of California – Davis where he obtained his BS degree in Managerial Economics. Prior to joining The Network in 2019, Matt was a Client Operations Specialist at State Street Bank & Trust where he supported the strategy and implementation of new procedures designed to reduce risk and boost efficiency. He developed standard operating procedures and led training for client-facing international teams, as well.
At The Network, Matt supports the strategy and implementation of efficient and educated trading. With a passion for exceeding customer expectations by delivering quality results and proactive problem resolution, Matt is dedicated to providing the very best service to his clients.
When Matt is not learning new skills to support his career in wealth management, you will find him pursuing music as a heavy metal vocalist or enjoying a round of golf in the Sacramento area.