Matt Dickey
Senior Plan Advisor at NFP Retirement Division
- Role
- Plan Advisor at Wealthspire Retirement Advisory
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Plan Advisor
Wealthspire Retirement Advisory
Oct 2019 — Present · Orlando, FL, US
Education
Texas Tech University
Bachelor
2000 — 2005
INCAE Business School
Principles of Sustainable Development
2017 — 2017
Rollins College - Crummer Graduate School of Business
Master of Business Administration (MBA)
2015 — 2017
Skills
- Consulting
- Consumer Lending
- Account Management
- Financial Analysis
- Relationship Management
- Portfolio Management
- Loans
- Pensions
- Credit
- Networking
- Coaching
- Analysis
- Mortgage Lending
- Microsoft Office
- Sales
- Corporate Social Responsibility
- Finance
- Management
- Series 7
- New Business Development
- Marketing
- Retirement Planning
- Business Strategy
- Banking
- Mutual Funds
- Risk Management
- Business Development
- Strategic Planning
- Marketing Strategy
- Wealth Management
- Investments
- Financial Services
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