Matthew Sattler

Matthew Sattler

Accounts Receivable Specialist

Followers of Matthew Sattler935 followers
location of Matthew SattlerNovato, California, United States

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  • Timeline

  • About me

    Financial Consultant at Charles Schwab

  • Education

    • Novato High School

      2006 - 2010

      Activities and Societies: Marin School of the Arts - Jazz and Concert Band Varsity Soccer, Varsity Tennis

    • California Polytechnic State University-San Luis Obispo

      2010 - 2014
      Bachelor of Science (B.S.) Finance and Financial Management Services
  • Experience

    • Nelson Connects

      Aug 2014 - Dec 2014
      Accounts 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 2015
      Administrative 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 2016
      Inside 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 2016
      Research Assistant

      -Research and Development-Streamlined Processes-Built Advanced Macros for Excel Worksheets-Quality Control

    • Edward Jones

      Jan 2017 - Aug 2021
      Financial Advisor
    • Charles Schwab

      Aug 2021 - now
      • VP - Financial Consultant

        Mar 2024 - now
      • Investment Consultant

        Aug 2021 - Mar 2024
  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board
    • Series 7

      FINRA
    • Series 66

      FINRA