Matthew P.

Senior Investment Executive at Cetera Financial Group

Matthew P. is a seasoned investment professional currently serving as a Senior Investment Executive at Cetera Financial Group since January 2021. In addition, Matthew co-hosts and is the Executive Producer of the Being Revolutionary Podcast, active since March 2020. Matthew's extensive experience includes a role as a Smart Vestor Pro at Ramsey Solutions and previously as a Financial Advisor at Trilogy Financial, where duties involved developing and implementing customized financial plans. Earlier career positions include serving as a Senior Purchasing Advisor at Global Property Alliance and as Executive Director at Emeritus, overseeing operations at a large assisted living facility. Matthew began a career in management as a Regional Manager for the State of California, where supervision of medical professionals was key. Matthew holds a Bachelor of Arts in Business Administration from California Baptist University.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


Cetera Financial Group

16 followers

Cetera Financial Group is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States.


Industries

Employees

1,001-5,000

Links