Matthew Shriber
Senior Area Manager at Wells Fargo Advisors
- Role
- Senior Area Manager at Wells Fargo Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Matthew Shriber
Matthew Shriber is a seasoned financial services professional with over 20 years of industry experience. He began his career in as a Wall Street intern in New York City and has since built a career focused on supporting Financial Advisors through strategic guidance, business development, and innovative solutions.Matthew currently serves as Senior Area Manager at Wells Fargo Advisors, where he leads with a deep commitment to advisor success. Prior to joining Wells Fargo, he held Regional Vice President roles at several investment firms, helping advisors and launching new product lines, including ARK Invest ETFs. His career began as a Financial Advisor at Merrill Lynch, laying the foundation for his advisor-first approach.He holds the Certified Investment Management Analyst® and Certified Financial Planner® designations, has passed CFA Level I, and earned an executive certificate in financial planning from San Francisco State University.Based in San Francisco for nearly two decades, Matthew enjoys exploring the city’s vibrant arts scene with his wife and two sons. His leadership style blends experience, insight, and a genuine passion for helping others succeed.Specialties: consulting, customer relations, equities, financial, investment planning, fixed income, funds, insurance, leadership, presentation skills, sales, securities, seminars.This information is intended for use by residents of AR, CA, OK, and UT and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Senior Area Manager
Jul 2025 — Present · San Francisco, CA, US
Education
The Wharton School
Certified Investment Management Analyst, Finance, General
2014 — 2014
San Francisco State University
Executive Certificate in Financial Planning, Financial Planning
2010 — 2011
Skills
- Fixed Income
- Wealth Management
- Retirement Planning
- Financial Advisory
- Financial Planning
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Investments
- Finance
- Strategic Financial Planning
- Asset Management
- Equities
- Portfolio Management
- Securities
- Series 7
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.