Matt Obryon
Investment Analyst
- Role
- Portfolio Strategist at Dynamic Wealth Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matt Obryon
As an Investment Analyst at Dynamic Wealth Group, I leverage my extensive experience to…
Experience
Portfolio Strategist
Oct 2022 — Present
Education
Cleveland State University
Finance - Investment Management
2008 — 2010
Indiana University Bloomington
Investments and Securities
2004 — 2006
Skills
- Investment Portfolio Design
- Model Portfolios
- Valuation
- Asset Management
- Investment Advisory
- Series 7
- Financial Advisory
- Wealth Management
- Due Diligence
- Portfolio Management
- Investments
- Gips Compliance
- Gips
- Asset Allocation
- Mutual Funds
- Microsoft Excel
- Performance Reporting
- Securities
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