Matt Refner is a seasoned Wealth Management Advisor with extensive experience in the financial services industry, having previously held roles as a Senior Associate Private Client Advisor and Senior Specialist Associate Wealth Advisor at Charles Schwab. They hold FINRA Series 7, 63, and 66 licenses and possess strong skills in sales, relationship management, and risk management. Matt earned a B.S. in Global Management & Leadership with a focus in Finance from Arizona State University and has worked in various financial roles, including at Vanguard and Merrill Edge. Currently, they are advancing their career at Charles Schwab.
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