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
Retirement Income Specialist
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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