Matthew Choma
VP - Financial Consultant, Washington, D.C.: Helping clients own their tomorrow
- Role
- VP - Financial Consultant at Charles Schwab
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Matthew Choma
As a Schwab Financial Consultant, it’s my job to help you create a better financial life.…
Experience
VP - Financial Consultant
Feb 2021 — Present · Washington, DC, US
Education
Dominican University of California
Bachelor of Arts in Business Administration
2011 — 2015
La Quinta High School
International Baccalaureate Full Diploma
2008 — 2011
Skills
- Microsoft Powerpoint Proficiency
- Data Entry
- Presentation Delivery
- Investments
- Asset Allocation
- Teamwork
- Mutual Funds
- Strategy
- 401k Rollovers
- Microsoft Word Proficiency
- Executive Compensation Planning
- Trading Platform Specialist
- Basic Photoshop
- Critical Thinking
- Small Business Retirement Plans
- Advertising
- Community Outreach
- Powerpoint
- Microsoft Excel
- Research
- Presentation Development
- Merchandising
- Banking and Credit Management
- Telephone Skills
- Team Building
- Philosophy
- Public Speaking
- Retail
- College Planning
- Microsoft Outlook
- Leadership
- Outlook
- Leadership Development
- Microsoft Office
- Sales
- Email Marketing
- Charitable Giving
- Titling and Beneficiary Designations
- Event Planning
- Logistics
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