matthew wentworth
accountant
About
Accountant at Henderson & Gouger, PLLC
united states
chattanooga
accounting
microsoft excel, accounting, training, risk management, team building, coaching, management, leadership, financial analysis, portfolio management, customer service, finance, strategic financial planning, marketing, banking, insurance
Experience
accountant
henderson & gouger pllc
staff accountant
mauldin & jenkins, llc
staff accountant
hazlett, lewis & bieter, pllc
assistant vice president, financial advisor
suntrust bank
* Manage bank client portfolios through risk management * Maintain and grow portfolio of business and mixed households * Develop referral relationships within Bank structure * Maintain dependable revenue stream within department * Develop lasting client relationships * Provide clients with trusted investment advice * Cross-train other lines of business within SunTrust Bank
financial advisor
raymond james
* Developed lasting client relationships * Assess client financial goals and needs * Provide clients with trusted investment advice * Develop retirement portfolio's using sound financial planning principles * Proactive monitoring of client needs and investment portfolio
Education
university of tennessee
accounting
covenant college
management
matthew wentworth's Contact Information
Phone
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