Matthew Turnbull
- Role
- Team Performance Group
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Matthew Turnbull
Why > Many people think that their business is all a numbers game where results should…
Experience
Present
Education
Michigan State University
BS, Multi-Disciplinary Program
1986 — 1992
IMCA
Applied Behavioral Finance Certificate Program, Applied Behavioral Finance
2016 — 2016
The Wharton School
Certified Investment Manager Analyst, Executive Education
2007 — 2008
College for Financial Planning
CMFC-Chartered Mutual Fund Counselor
2009 — 2009
Skills
- Team Building
- Direct Sales
- Endowment Funds
- Wealth Management
- Private Foundations
- Foundation Investment
- Community Foundations
- Asset Management
- Wholesale Sales
- Trust Management
- Asset Allocation
- Mutual Funds
- New Business Development
- Risk Management
- Taft-Hartley
- Wholesaling
- Sales Management
- Series 24
- Pension Funds
- Change Management
- Pensions
- Mutual Fund Sales
- Nonprofits
- Series 8
- Fixed Income
- Institutional Investments
- Series 3
- Series 7
- Pension Systems
- Business Strategy
- Wire House Branch Management
- Fiduciary Liability
- Alternative Investments
- Separately Managed Accounts
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