Matt Barletta
Client Engagement at Fiera Capital- Claim this Profile
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Bio
Credentials
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Insurance Producer, Accident, Health, Life, Variable Life & Variable Annuities
National Insurance Producer Registry -
Securities Industry Essentials (SIE) Exam
FINRA -
Series 6 - Investment Company and Variable Contracts Products Representative Exam
FINRA -
Series 63 - Uniform Securities Agent State Law Exam
FINRA
Experience
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Fiera Capital
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Canada
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Financial Services
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400 - 500 Employee
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Client Engagement
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Mar 2021 - Present
~ Serving Institutions, Private Wealth Clients, Advisors, and Family Offices ~ Client Reporting | Portfolio Analysis | Client Relationship Management | Client Services | Supporting Portfolio Managers and Relationship Consultants ~ Serving Institutions, Private Wealth Clients, Advisors, and Family Offices ~ Client Reporting | Portfolio Analysis | Client Relationship Management | Client Services | Supporting Portfolio Managers and Relationship Consultants
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John Hancock
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United States
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Financial Services
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700 & Above Employee
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Sales Associate
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Feb 2019 - Mar 2021
~ New York Territory Representative ~ Product Specialist | Case Design | Business Development | Marketing | Competitive Analysis | Client Relationship Management ~ New York Territory Representative ~ Product Specialist | Case Design | Business Development | Marketing | Competitive Analysis | Client Relationship Management
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Equitable Advisors
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Financial Services
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700 & Above Employee
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Financial Professional
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May 2018 - Feb 2019
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Virgin Pulse
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United States
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Software Development
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700 & Above Employee
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Finance Intern
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Mar 2017 - Mar 2018
Virgin Group Virgin Group
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Education
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2014 - 2018
Providence College
Bachelor of Science - BS, Finance -
2016 - 2016
CEA Study Abroad
Finance -
2008 - 2014
St. Sebastian's School
Community
