Matthew Ronco
Vice President - Financial Consultant
- Role
- Vice President - Financial Consultant at Charles Schwab
- Location
- Bellevue, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matthew Ronco
I help Schwab employees and their families with financial planning and investment topics.
Experience
Vice President - Financial Consultant
Jan 2023 — Present · Omaha, NE, US
Education
San Diego Mesa College
General Education
Omaha Metropolitan Community College
Digital Imaging & Media Arts (DIMA), Computer Software and Media Applications
2012 — 2015
Champlain College
Associates, Business Administration and Management, General
Southern New Hampshire University
Bachelors in Financial Planning, Finance and Financial Management Services
Skills
- Ideation
- Strategy
- Financial Services
- Series 24
- Webex
- Cmt in Training
- Wealth Management
- Technical Analysis
- Computer Based Training
- Futures
- Leadership
- Training
- Options
- Portfolio Management
- Foreign Exchange
- Series 63
- Sales
- Series 7
- Finance
- Video Editing
- Adobe Creative Suite
- Mutual Funds
- Risk Management
- Interactive Learning
- Management
- Forex
- Series 3
- Investments
- Series 66
- Articulate Storyline
- Modern Portfolio Theory
- Coaching
- Equities
- Facilitation
- Financial Markets
- Trading
- Project Management
- Retirement Planning
- Lean Transformation
- Finra
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