David Matzko

Role
Carson Group
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About David Matzko

I am an accomplished finance professional with 10+ years of experience and record of…

Experience

  1. Carson Group

    Present

Skills

  • Financial Advisory
  • Series 7
  • Investment Strategies
  • Leadership
  • Securities
  • Customer Relationship Management (Crm)
  • Trading
  • Market Research
  • Asset Management
  • Sales
  • Portfolio Management
  • Wealth Management
  • Series 63
  • Finance
  • Microsoft Excel
  • Investments
  • Crm
  • Management
  • Financial Analysis

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David Matzko — Carson Group in Charlotte, NC, US | Unifers