Matthew Barhorst
SVP Client Success @LPL Financial
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2024 — Present
SVP Client Success @LPL Financial
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Ft Mill, SC, US
EDUCATION
1988 — 1993
Bowling Green State University
BS, Finance and International Business
1998 — 2000
Xavier University - Williams College of Business
MBA, Finance and Financial Management Services
SKILLS
Financial AdvisoryInvestmentsCima®Series 7Mutual FundsInsuranceSeries 24SalesSeries 63Wealth Management
ABOUT MATTHEW BARHORST
Experienced professional with a demonstrated history of working in the financial services industry. Skilled in Sales Management, Fee Based Advisory Programs, Series 24, CIMA(r), Mutual Funds, and Insurance. Strong consulting professional with a MBA focused in Finance and Financial Management Services from Xavier University - School of Business Administration. M••••••••@ampf.com70••••••92
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