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Matt Vanaman, CFA

Matt Vanaman, CFA

Auditor - Financial Services

Followers of Matt Vanaman, CFA2000 followers
location of Matt Vanaman, CFALewes, Delaware, United States

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  • Timeline

  • About me

    Vice President, Retirement Advisor Consultant at PIMCO (Territory: DC, DE, E. PA, MD, NC, NJ, VA, WV)

  • Education

    • Alfred Lerner College of Business & Economics at University of Delaware

      1999 - 2003
      BA Accounting

      Activities and Societies: President of Accounting Students' Association

  • Experience

    • PwC

      Oct 2003 - Jan 2006
      Auditor - Financial Services

    • CAPTRUST

      Dec 2006 - Mar 2011
      Sr. Manager, Research

    • PIMCO

      Mar 2011 - Feb 2013
      Vice President, External Advisor Consultant

    • Marsh McLennan Agency | Compass Financial Partners

      Feb 2013 - May 2016
      Managing Director, Investment Consulting

    • PIMCO

      May 2016 - now
      Vice President, Retirement Advisor Consultant

  • Licenses & Certifications

    • Chartered Financial Analyst

      162977