Matthew Craig
Director, Private Client Group @ Level Four Financial | DACFP Certified
- Role
- Director, Private Client Group at Level Four Group
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Matthew Craig
Level Four Financial empowers clients through tailored wealth strategies, focusing on…
Experience
Director, Private Client Group
Jan 2022 — Present · Dallas-Fort Worth, TX, US
Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities.
Education
Southern Methodist University - Cox School of Business
Masters of Business Administration, MBA
2013 — 2015
University of Texas at Dallas - Naveen Jindal School of Management
Bachelor's Degree
2011 — 2012
Skills
- Team Leadership
- Financial Analysis
- Advertising
- Marketing Communications
- Finance
- Public Speaking
- Microsoft Excel
- Fitness
- Strategic Planning
- Public Relations
- Social Media
- Marketing
- Baseball
- Event Planning
- Coaching
- Customer Service
- New Business Development
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