For over four years Matthew Gagnon has been working in different jobs. Recently, Matthew worked as a Investment Analyst in United Capital Financial Advisers developing different skills. This professional graduated from University of Denver, Class of 2007 in 2007 where this expert received all the necessary knowledge. This person has all needed skills and knowledge for this position, that is proven by the following certifications in 2012 Level 3 Candidate in the CFA Program You can find Matthew Gagnon in Dallas, Texas, where he is located nowadays. Connexy has all the information you need to be in touch with Matthew Gagnon, such as this professional's phone number or email address. Send us the request to get more info.
Name variants:
Mathew Gagnon,
Matthieu Gagnon,
Matt Gagnon,
Mat Gagnon,
Matty Gagnon,
Mattie Gagnon
Contact Information
Workplace
Colleagues
Work History
Investment Analyst
972-7786
I work alongside the Chief Investment Officer to facilitate strategic investment of client funds. Expert in portfolio accounting software including Schwab's Portfolio Center, Tamar...
from Apr 2009
Property Manager
929-8619
Rental management, including repairs, communication and problem resolution with renters, bookkeeping duties (quicken), professional document preparation and examination including co...
Jan 2006 — Feb 2010
Intern
Hands-on learning about portfolio management and asset allocation decisions, helped with investment analysis under the guidance of President Dominick Paoloni, applied principles of Markowitz...
Sep 2007 — Dec 2007
Education
2006 — 2007
2004 — 2005
Occupations
Financial Broker
Investment Analyst
Executive
Chief Investment Officer
Chief Information Officer
Accountant
Finance and Accounting Specialist
Real Estate Broker
Property Manager
Marketer
Senior Online Leader
Puchasing and Estimating Manager
Financial Manager
Management Analysts
Technology Director
Technical Managers
Accounting Bookkeeper
Bookkeeper
Real Estate Manager
Internet Marketing Manager
Marketing Manager
Skills
Tamarac Rebalancing
Morningstar
Microsoft Office
Electronic Trading
Sage CRM
Proofreading
Account Management
Organizing
GoToMeeting
Model Portfolios
Portfolio Center
Excel
Asset Management
Investments
Portfolio Management
Economics
Writing
FAQs about Matthew Gagnon
What is the main profession of Matthew Gagnon?
This professional's job is Investment Analyst
What are the profession of Matthew Gagnon?
These person's professions are Financial Broker and Investment Analyst
Where does Matthew Gagnon live?
Dallas, Texas is the place where Matthew Gagnon lives
How many companies did Matthew Gagnon work at?
Matthew Gagnon worked at three jobs.
Does Matthew Gagnon have personal website or blog?
This professional`s website is https://portfolio.du.edu/pc/port?portfolio=mgagnon.
Where has Matthew Gagnon studied?
Matthew studied at the University of Denver, Class of 2007 from 2006 to 2007.
Are there any professional certifications, that Matthew Gagnon has?
The professional received the following certifications: 2012 Level 3 Candidate in the CFA Program.
What is the industry that Matthew Gagnon worked in?
Matthew Gagnon works in Financial Services industry.