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
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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