Resumes
Resumes
![Perry Mattern Photo 1 Perry Mattern Photo 1](/img/not-found.png)
Principal And Founder
View pageLocation:
530 Pellis Rd, Greensburg, PA 15601
Industry:
Financial Services
Work:
Mattern Capital Management
Principal and Founder
Wells Fargo Oct 2007 - Dec 2008
Managing Director - Investment Officer
Wells Fargo Advisors Oct 2007 - Dec 2008
Managing Director - Investment Officer at Wells Fargo Advisors, Llc
A.g. Edwards & Sons, Inc. Mar 2000 - Oct 2007
Senior Vice President - Investments
Principal and Founder
Wells Fargo Oct 2007 - Dec 2008
Managing Director - Investment Officer
Wells Fargo Advisors Oct 2007 - Dec 2008
Managing Director - Investment Officer at Wells Fargo Advisors, Llc
A.g. Edwards & Sons, Inc. Mar 2000 - Oct 2007
Senior Vice President - Investments
Education:
University of North Dakota 1988 - 1991
Bachelors, Bachelor of Science, Financial Management The American College
The Wharton School
Bachelors, Bachelor of Science, Financial Management The American College
The Wharton School
Skills:
Financial Services
Wealth Management
Investment Advisory
Asset Management
Financial Planning
Investments
Investment Strategies
Investment Management
Retirement Planning
Estate Planning
Risk Management
Financial Advisory
Wealth Planning
Asset Allocation
Capital Management
Wealth Management Services
Financial Management Services
Personal Financial Planning
Certified Financial Planner
Holistic Financial Planning
Independent Financial Advice
Wealth Preservation Planning
Charitable Gift Planning
Charitable Trusts
Trust Services
Fiduciary
Fiduciary Services
Fiduciary Management
Wealth Advisory
Liability Advice
Fee Only Financial Planning
Fee Only Financial Services
Wealth Preservation
Income Tax
Tax Planning
Estate Tax Planning
Trusts
Wealth Management
Investment Advisory
Asset Management
Financial Planning
Investments
Investment Strategies
Investment Management
Retirement Planning
Estate Planning
Risk Management
Financial Advisory
Wealth Planning
Asset Allocation
Capital Management
Wealth Management Services
Financial Management Services
Personal Financial Planning
Certified Financial Planner
Holistic Financial Planning
Independent Financial Advice
Wealth Preservation Planning
Charitable Gift Planning
Charitable Trusts
Trust Services
Fiduciary
Fiduciary Services
Fiduciary Management
Wealth Advisory
Liability Advice
Fee Only Financial Planning
Fee Only Financial Services
Wealth Preservation
Income Tax
Tax Planning
Estate Tax Planning
Trusts
Certifications:
Certified Financial Planner (Cfp)
Certified Investment Management Analyst (Cima)
Certified Investment Management Analyst (Cima)
![Perry Mattern Photo 2 Perry Mattern Photo 2](/img/not-found.png)