Matthew Barnett

Retirement Income Specialist at USAA

Role
Retirement Income Specialist at USAA
Location
Tampa, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matthew Barnett

Results-driven and strategic Financial Advisor with 15+ years of experience helping…

Experience

  1. Retirement Income Specialist

    USAA

    Apr 2024 — Present · US

    Specialist in financial planning and income in preparation for retirement.

Education

  • University of South Florida

    Bachelor of Science - BS, Finance and Financial Management Services

    2012 — 2016

Skills

  • Banking
  • Mutual Funds
  • Portfolio Management
  • Loans
  • Credit
  • Account Management
  • Microsoft Office
  • Sales
  • Insurance
  • Financial Markets
  • Investment Advisory
  • Finance
  • Investment Banking
  • Portfolio Optimization
  • Investments
  • Financial Advisory
  • Customer Service
  • Financial Services
  • Private Banking
  • Retirement
  • Variable Annuities
  • Management
  • Investment Strategies
  • Fixed Annuities
  • Indexed Annuities
  • Retirement Planning
  • Investment Portfolios
  • Financial Planning
  • Financial Analysis

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Matthew Barnett — Retirement Income Specialist at USAA in Tampa, FL, US | Unifers