Matthew O. Reagan
Citi Private Bank - Law Firm Group
- Role
- Senior Vice President - Citi Private Bank at Citi
- Location
- Warwick, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matthew O. Reagan
CFP® professional with deep experience advising high-net-worth individuals and families…
Experience
Senior Vice President - Citi Private Bank
Apr 2022 — Present · New York, NY, US
Education
University College Dublin
Finance, Semester Abroad program
2001 — 2001
Fordham University
Bachelor, Finance, secondary concentration in Management
1999 — 2003
St. Edward High School
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
1995 — 1999
Skills
- Iras
- Series 65
- Life Insurance
- Finance
- Capital Markets
- Series 7
- Asset Managment
- Hedge Funds
- Etfs
- Crpc
- Investments
- Financial Advisory
- Uniform Combined State Law
- Wealth
- Long-Term Care
- Fixed Income
- 401k Rollovers
- 401k
- Wealth Accumulation
- Estate Planning
- Underwriting
- Fixed Annuities
- Financial Planners
- Wholesale
- Retirement
- Bonds
- Strategic Financial Planning
- Wealth Management
- Defined Benefit
- Disability Insurance
- Equities
- Term Life Insurance
- Life & Health Insurance Licenses
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Mutual Funds
- Insurance
- Series 24
- Investment Management
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