Matthew Sursely

Vice President | Trust/Investment Advisor Manager | Financial Planner at Baker Boyer Bank

Role
VP Trust Investment Advisor Manager Financial Planner at Baker Boyer Bank
Location
Walla Walla, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matthew Sursely

Experienced professional with a demonstrated history of working in the financial services…

Experience

  1. VP Trust Investment Advisor Manager Financial Planner

    Baker Boyer Bank

    Jan 2023 — Present · Walla Walla, WA, US

Education

  • Western Washington University

    Bachelor of Arts, Business Administration; Finance and Human Resource

    2000 — 2004

  • Archbishop Murphy High School

    High school diploma

    1996 — 2000

Skills

  • Sales Management
  • Loss Mitigation
  • Fha Financing
  • Finance
  • Sales Process
  • Reverse Mortgages
  • Investment Properties
  • Sales
  • Business Development
  • Loan Origination
  • Mortgage Underwriting
  • Investments
  • Commercial Lending
  • First Time Home Buyers
  • Government Loans
  • Mortgage Industry
  • Refinance
  • Mortgage
  • Consumer Lending
  • Real Estate
  • Real Estate Financing
  • Real Estate Economics
  • Fha
  • Funding
  • Wholesale Lending
  • Usda
  • Construction Loans
  • Credit
  • Referrals
  • Banking
  • Home Equity Loans
  • Strategic Planning
  • Va Loans
  • Mortgage Servicing
  • Reo
  • Account Management
  • Customer Service
  • Certified Mortgage Planning
  • Loans
  • Marketing Communications

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Matthew Sursely — VP Trust Investment Advisor Manager Financial Planner at Baker Boyer Bank in Walla Walla, WA, US | Unifers