Matt Wagner
Compliance Officer bei Oxinas Partners Wealth Management LLC
Profil
Mr. Matthew T.
Wagner is a Partner & Financial Advisor at Oxinas Partners Wealth Management LLC.
He served as a branch manager for a small personal finance company.
He entered the wealth advisory business in 2009 with Waddell & Reed, specializing in Financial and Investment Planning, and joined Oxinas Partners in 2017.
He leverages his professional and academic experience to educate clients on their options to secure their financial futures.
He is a graduate of St. Xavier High School and the University of Kentucky.
Aktive Positionen von Matt Wagner
| Unternehmen | Position | Beginn |
|---|---|---|
Oxinas Partners Wealth Management LLC
 Oxinas Partners Wealth Management LLC Investment ManagersFinance Oxinas Partners Wealth Management LLC (Oxinas Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jeffersonville, Indiana. Oxinas Partners was founded in 2018 and offers investment advisory services to individuals, high net worth-individuals, trusts, estates, charitable organizations and retirement plans. | Compliance Officer | 01.01.2018 |
Ausbildung von Matt Wagner
| University of Kentucky | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Oxinas Partners Wealth Management LLC
Oxinas Partners Wealth Management LLC Investment ManagersFinance Oxinas Partners Wealth Management LLC (Oxinas Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jeffersonville, Indiana. Oxinas Partners was founded in 2018 and offers investment advisory services to individuals, high net worth-individuals, trusts, estates, charitable organizations and retirement plans. | Finance |
