Matthew Craigle

Financial Consultant at The Sperow Daus Private Wealth Management Group of Wells Fargo Advisors

Role
Financial Consultant at Wells Fargo Advisors
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matthew Craigle

Matt earned an MBA from Villanova School of Business, where he enhanced his skills and knowledge in finance, strategy, and leadership. He has over ten years of experience in the financial services industry, working with various types of clients and products. He has a proven track record of building relationships, generating revenue, and delivering results. He is passionate about providing innovative solutions and insights to help clients achieve their financial objectives.This information is intended for use by residents of AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, KY, MD, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, and WI and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

  1. Financial Consultant

    Wells Fargo Advisors

    Sep 2025 — Present · Charlotte, NC, US

Education

  • University of Dayton

    Bachelor of Science - BS

  • Villanova School of Business

    Master of Business Administration - MBA, Finance & Strategic Management

Skills

  • Insurance
  • Communication
  • Brand Management
  • Marketing Strategy
  • Angularjs
  • Social Media
  • Social Networking
  • Social Media Marketing
  • Hibernate
  • Investments
  • Interpersonal
  • Financial Services
  • Customer Relations
  • Relationship Management
  • Microsoft Excel
  • Powerpoint
  • Python
  • Event Planning
  • Business Process Improvement
  • Financial Technology
  • Cocos2d
  • Django
  • Business Development
  • Digital Marketing
  • Wealth Management
  • Microsoft Word
  • Team Leadership
  • Customer Satisfaction
  • Problem Solving
  • Campaign Management
  • Git
  • Attention to Detail
  • Objective-C
  • Node.js
  • Critical Thinking
  • Customer Service
  • Redis
  • Teamwork
  • Asset Allocation
  • Mutual Funds

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Matthew Craigle — Financial Consultant at Wells Fargo Advisors in Charlotte, NC, US | Unifers