Matthew Broadley
Portfolio Onboarding Specialist @ Natixis Investment Managers | Series 24 | Registered Representative | Wealth Management & Investment Operations | Process Improvement & Team Leadership
- Role
- Natixis Investment Managers
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Matthew Broadley
I’ve built a career in wealth management that combines process, precision, and…
Experience
Present
Education
Roger Williams University
Bachelor’s Degree, Finance
2013
Skills
- Accounting
- Research
- Budgets
- Management
- Social Networking
- Customer Service
- Teamwork
- Inventory Management
- Bloomberg Terminal
- Cpr Certified
- Leadership
- Time Management
- Microsoft Office
- Investment Portfolio
- Stock Trading
- Electronics
- Microsoft Word
- Writing
- Financial Modeling
- Cash Flow Analysis
- Public Speaking
- Microsoft Excel
- Powerpoint
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