Lance Matchett
Licensed Banker | Leading the Way in Tax-Efficient Financial Planning for Minority Communities, Empowering Wealth Creation and Securing Futures
- Role
- Licensed Banker at Provident Bank
- Location
- Trenton, NJ, US
- LinkedIn followers
- 500 followers
About Lance Matchett
I am a Licensed Banker specializing in wealth management, tax strategies, and financial…
Experience
Licensed Banker
Sep 2024 — Present · Jackson, NJ, US
Analyze client accounts to ensure best rate of return and suitability. Meet with clients to go over portfolio needs and identify investment opportunities. Open banking and investment accounts for individuals and businesses.
Education
Rutgers University - Camden
None, Finance, Business Management
2017 — 2021
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