Matthew Vasquez
Sales Manager, Ria Custody @Betterment
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WORK HISTORY
Sales Manager, Ria Custody @Betterment
Fort Worth, TX, US
EDUCATION
Texas Tech University
Bachelor's degree, Economics
ABOUT MATTHEW VASQUEZ
RIAs are small business owners with a passion for helping people save for retirement and achieve their goals. My passion is to help advisors do that. Since graduating from Texas Tech University, I have spent my entire career serving RIAs from custodians: first with TD Ameritrade, then Altruist, and TradePMR before arriving at Betterment. I also hold my Series 7 and Series 63 licenses.As the custodian landscape consolidates, I want advisors to know that there are other options that may be a better fit for their business and clients. Hopefully that’s Betterment, but we won’t know until we have that conversation.Call me at (81••••••70, email m••••••••@betterment.comAny testimonial posted herein is not necessarily representative of the experience of other customers. Testimonials are not a guarantee of future performance or success.
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