Matt Taylor
VP - Financial Consultant at Charles Schwab
- Role
- VP - Financial Consultant at Charles Schwab
- Location
- Santa Rosa, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
VP - Financial Consultant
Mar 2025 — Present
Education
Sonoma State University
Executive MBA, Business Administration and Management, General
2019 — 2021
Sonoma State University
BS, Finance
1996 — 2000
Skills
- Banking
- Portfolio Management
- Loans
- Small Business Lending
- Credit Analysis
- Lines of Credit
- Mortgage Lending
- Financial Analysis
- Investments
- Wealth Management
- Uniform Combined State Law
- Credit
- Commercial Banking
- Strategic Financial Planning
- Commercial Lending
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