Matthew Demet
- Role
- Partner Senior Vice President-business Development at Spectrum Investment Advisors, Inc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Matthew Demet
At Spectrum Investment Advisors, we provide comprehensive financial planning and…
Experience
Partner Senior Vice President-business Development
Spectrum Investment Advisors, Inc
Jun 2019 — Present
Skills
- Wealth Management
- Cash Flow
- Financial Services
- Management
- New Business Development
- Securities
- Customer Service
- Investment Management
- Banking
- Qualified Retirement Plans
- Asset Management
- Asset Allocation
- Customer Relations
- Finance
- Crm
- Investments
- Sales
- Business Development
- 401k
- Mutual Funds
- Portfolio Management
- Pensions
- Relationship Management
- Retirement Planning
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