Matthew Echaniz
SVP of Advisor Engagement at Osaic, Inc
- Role
- VP of Relationship Managment at Osaic
- Location
- Chesapeake, VA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Matthew Echaniz
27 years of leadership in the wealth management industry, currently serving as SVP of…
Experience
VP of Relationship Managment
May 2024 — Present
Education
Saint Anselm College
BA, Mathematics and Economics
1995 — 1999
Skills
- Asset Management
- Financial Services
- Series 7
- Investments
- Wealth Management
- Retirement Planning
- Finra
- Insurance
- Leadership
- Portfolio Management
- Estate Planning
- Marketing
- Management
- Financial Advisory
- Strategic Financial Planning
- Tax
- Financial Planning
- Tax Reduction Strategies
- Coaching
- Sales
- Financial Planners
- Mutual Funds
- Finance
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