Matthew Odom

Senior Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor, CERTIFIED FINANCIAL PLANNER™

Role
Senior Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor, Cfp at 瑞銀環球資產管理
Location
Knoxville, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matthew Odom

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Experience

  1. Senior Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor, Cfp

    瑞銀環球資產管理

    Dec 2008 — Present · Knoxville, TN, US

Skills

  • Retirement Planning
  • Wealth Management
  • Strategic Financial Planning
  • Portfolio Management
  • Asset Management
  • Cfp®
  • Equities
  • Fixed Income
  • Risk Management
  • Market Research
  • Business Analysis
  • Asset Allocation

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Matthew Odom — Senior Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor, Cfp at 瑞銀環球資產管理 in Knoxville, TN, US | Unifers