Deep Enrich
Matthew Sattler
Accounts Receivable Specialist
935 followers
Novato, California, United States
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About me
Financial Consultant at Charles Schwab
Education
Novato High School
2006 - 2010Activities and Societies: Marin School of the Arts - Jazz and Concert Band Varsity Soccer, Varsity Tennis
California Polytechnic State University-San Luis Obispo
2010 - 2014Bachelor of Science (B.S.) Finance and Financial Management Services
Experience
Nelson Connects
Aug 2014 - Dec 2014Accounts Receivable Specialist-Utilized accounting program, BuroWare, to maintain purchase history records-Processed and converted incoming payments, credit term applications, and returns-Managed customer service experience through initial contacts for declined payments
Valley Oak Wealth Management
Feb 2015 - Aug 2015Administrative Associate-Managed portfolios, models, and implementation of trades-Managed social media accounts and wrote content for the company blog-Head of investment research-Processing, special projects/research, client services
DataTel Services, INC
Sept 2015 - Apr 2016Inside Sales Representative-Sold a variety of teleconferencing services and support-Account Reviews and Analysis -Optimized excel spread sheets for retaining customers and general sales
IntegenX, Inc.
Aug 2016 - Dec 2016Research Assistant-Research and Development-Streamlined Processes-Built Advanced Macros for Excel Worksheets-Quality Control
Edward Jones
Jan 2017 - Aug 2021Financial Advisor
Charles Schwab
Aug 2021 - nowVP - Financial Consultant
Mar 2024 - nowInvestment Consultant
Aug 2021 - Mar 2024
Licenses & Certifications
Certified Financial Planner
CFP Board
Series 7
FINRASeries 66
FINRA
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