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Matthew Vasquez

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Matthew Vasquez

Financial Services Representative | Betterment

Texas, Fort Worth, United States

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Matthew Vasquez

Summary

Matthew Vasquez is a dedicated sales manager specializing in helping Registered Investment Advisors (RIAs) provide exceptional financial services. With a Bachelor's degree in Economics from Texas Tech University, he has built a robust career in financial services, focusing on the unique needs of small business owners in the RIA sector. His experience spans several reputable firms, including TD Ameritrade and Altruist, where he has successfully developed client relationships and enhanced operational processes. Matthew holds both Series 7 and Series 63 licenses, underscoring his commitment to regulatory compliance and financial expertise. He is passionate about guiding advisors through the evolving custodian landscape and ensuring they have access to the best solutions for their clients. Outside of work, he is an advocate for financial literacy and enjoys discussing emerging trends in the financial industry.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Matthew Vasquez

Work Experience

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Sales Manager, RIA Custody at

Betterment

January 2025 - Present

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Matthew Vasquez

Education

Texas Tech University, Bachelor's degree, Economics

January 2002 - January 2007

Frequently Asked Questions about Matthew Vasquez

What is Matthew Vasquez email address?

Matthew Vasquez's primary email address is ***************@betterment.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Matthew Vasquez work for?

Matthew Vasquez is a Financial Services Representative at Betterment.

Where Matthew Vasquez graduated from?

Matthew Vasquez holds a degree in null from Texas Tech University.

How can I directly contact Matthew Vasquez?

To contact Matthew Vasquez directly, you can use the email address ***************@betterment.com. Complete contact information is available upon registration with Muraena.

Who is Matthew Vasquez?

Matthew Vasquez is a dedicated sales manager specializing in helping Registered Investment Advisors (RIAs) provide exceptional financial services. With a Bachelor's degree in Economics from Texas Tech University, he has built a robust career in financial services, focusing on the unique needs of small business owners in the RIA sector. His experience spans several reputable firms, including TD Ameritrade and Altruist, where he has successfully developed client relationships and enhanced operational processes. Matthew holds both Series 7 and Series 63 licenses, underscoring his commitment to regulatory compliance and financial expertise. He is passionate about guiding advisors through the evolving custodian landscape and ensuring they have access to the best solutions for their clients. Outside of work, he is an advocate for financial literacy and enjoys discussing emerging trends in the financial industry.

Matthew`s contact details

mail

***************@betterment.com

********@tradepmr.com

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