Matthew Larson
Senior Investment Consultant at City National Rochdale
- Role
- Senior Investment Consultant at Rbc Rochdale
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matthew Larson
MBA, with 10 years experience in financial services sales and advice roles.
Experience
Senior Investment Consultant
Jan 2025 — Present
Education
University of Houston
Business
Stephen F. Austin State University
B.B.A., Finance
2006 — 2008
Shorter University
MBA, Business Administration
2008 — 2010
Skills
- Retirement Planning
- Sales
- Financial Analysis
- Investments
- Series 7
- Microsoft Word
- Finance
- Financial Planning
- Teamwork
- Mutual Funds
- Microsoft Excel
- Strategic Financial Planning
- Business Analysis
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