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Matthew Collier
Director - Schwab Wealth Advisory @Charles Schwab
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WORK HISTORY
Director - Schwab Wealth Advisory @Charles Schwab
Schwab Wealth & Asset Management Solutions is the asset management arm of Charles Schwab. Our organization provides clients guidance & education through investment research and financial planning support. We manage a $2.6 trillion platform that allows investors to implement that guidance by selecting among thousands of investment products. In my role I work directly with Schwab Branch Leadership, Schwab Financial Consultants, and Schwab clients to help promote, retain, and educate around our premier Wealth Management solution- Schwab Wealth Advisory. My territory covers all 10 of the Greater-Philadelphia Charles Schwab branches.
SKILLS
ABOUT MATTHEW COLLIER
Financial Sales & Strategic Leader with a history of simultaneous responsibility of…
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