Matthew Young

Matthew Young

Account Executive

Followers of Matthew Young470 followers
location of Matthew YoungDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Client Service Manager at Fidelity investments

  • Education

    • Texas Tech University

      2013 - 2017
      Bachelor of Business Administration (BBA) Marketing/Marketing Management, General

      Activities and Societies: Pi Kappa Alpha

  • Experience

    • Lamar Advertising Company

      Sept 2017 - Feb 2018
      Account Executive
    • TD Ameritrade

      Apr 2018 - Jun 2018
      Relationship Manager
    • Fidelity Investments

      Aug 2018 - Jan 2021
      • Active Trader Representative

        Sept 2019 - Jan 2021
      • Customer Relationship Advocate

        Aug 2018 - Sept 2019
    • Charles Schwab

      Feb 2021 - Jan 2022
      Senior Specialist
    • Fidelity Investments

      Jan 2022 - now
      • Client Service Manager II

        Feb 2023 - now
      • Client Service Manager I

        Jan 2022 - Feb 2023
  • Licenses & Certifications

    • Series 10

      FINRA
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
    • Series 63

      NASAA
    • Series 9

      FINRA