Matthew Weberling

Role
Financial Advisor at Wealthbridge Financial Advisors
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matthew Weberling

Financial Advisor working with a small independent wealth management firm; Wealthbridge…

Experience

  1. Financial Advisor

    Wealthbridge Financial Advisors

    Apr 2017 — Present

    Discreet. Independent. Fiduciary. Financial Planning Portfolio and Wealth Management Life Insurance Series 65, 7, 63 Licenses IL Life Producer License

Education

  • DePaul University

    Master of Education (M.Ed.), Secondary Education and Teaching

    2002 — 2005

  • University of Iowa

    Bachelor of Arts (B.A.), History

    1998 — 2002

Skills

  • Financial Analysis
  • Portfolio Management
  • Retail Banking
  • Microsoft Excel
  • Management
  • Customer Service
  • Cash Management
  • Commercial Lending
  • Anti Money Laundering
  • Analysis
  • Analytical Skills
  • Bank Secrecy Act
  • Credit
  • Risk Management
  • Loans
  • Banking
  • Financial Risk

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Matthew Weberling — Financial Advisor at Wealthbridge Financial Advisors in Chicago, IL, US | Unifers