Matthew Vandre
- Role
- Fiduciary Financial Planner Fintech Product Manager at Francis
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Matthew Vandre
I\'m passionate about empowering individuals, families, and organizations to achieve their…
Experience
Fiduciary Financial Planner Fintech Product Manager
Jan 2011 — Present
Expertise developing, delivering, and evaluating both digital and in-person adult learning programs and holistic fiduciary financial planning, investment advisory, and counseling services to culturally and economically diverse families nationwide. Also the origination and ongoing product development of a financial wellness App and the development, evolution, the delivery of employee fintech training programs like MoneyGuide Pro and am the Chairperson of our committee whose focus is the practical application of technological advancements like AI. My work has helped our team earn numerous awards for innovation and excellence.
Education
University of Wisconsin-Milwaukee
Bachelor of Arts - BA, Business Administration, Minor in Communications
2005 — 2010
University of Wisconsin-Madison
Certificate, Financial Coaching
2017 — 2017
UW-Milwaukee at Waukesha
Associate of Arts and Sciences - AAS, Humanities
2002 — 2004
The University of Alabama
Master of Science - MS, Behavioral Finance
2013 — 2016
The American College of Financial Services
Chartered Financial Consultant® (ChFC®), Financial Planning
Skills
- Microsoft Word
- Separately Managed Accounts
- Public Lectures
- Web Applications
- Defined Contribution
- Roth
- Instructional Design
- Strategic Planning
- Defined Benefit
- Stocks & Bonds
- Mutual Funds
- Asset Management
- Digital Engagement
- Kentico
- Strategic Financial Planning
- Leadership
- Investments
- Investment Advisory
- Qualified Retirement Plans
- Adult Education
- Financial Analysis
- Estate Planning
- Capital Markets
- Analysis
- 403b
- Budgets
- Microsoft Powerpoint
- Family Therapy
- Iras
- Employee Training
- Pensions
- Retirement Plan Consulting
- Compensation & Benefit
- Income Protection
- Independent Financial Advice
- Financial Education
- Employee Benefits
- Public Speaking
- Microsoft Excel
- Insurance
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