Matt Fankhauser has a variety of work experience spanning from 2009 to 2022. Matt has held roles in companies such as Optum Bank, NRE, Zion Mountain Ranch, Morgan Stanley, Zions Bank, National Benefit Services, LLC, and Beneficial Financial Group - Allegis Financial Partners. Their most recent position is with Optum Bank as a VP, Relationship Manager, and Senior Credit Underwriter. Prior to that, they worked as a Realtor at NRE, in Financial Planning & Analysis at Zion Mountain Ranch, and had various roles at Morgan Stanley, including Vice President of International Wealth Management and Vice President of Ultra High Net Worth Underwriter. Before their time at Morgan Stanley, Matt held positions at Zions Bank, National Benefit Services, LLC, and Beneficial Financial Group - Allegis Financial Partners. Overall, they have gained extensive experience in financial analysis, underwriting, portfolio management, and account management.
Matt Fankhauser has obtained various qualifications and certifications throughout their educational journey. In 2019, they achieved a Real Estate License from the Utah Division of Real Estate. Following this, they pursued a Bachelor of Science degree in Finance at the Utah State University - Jon M. Huntsman School of Business. Unfortunately, the specific duration of their enrollment remains undisclosed. In the year 2022, Matt began their studies at The CCIM Institute, where they completed a program to receive the Certified Commercial Investment Member (CCIM) Designation in Commercial Real Estate. Matt deepened their knowledge in 2023 by attending the Utah Bankers Association's Executive Development Program; however, the program's duration is unspecified.
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