Matt Yonak, CFP®

Vice President/Senior Client Relationship Specialist at Capital Group Private Client Services
  • Claim this Profile
Contact Information
Location
Atlanta, Georgia, United States, GE

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Certified Financial Planner
    CFP Board

Experience

    • United States
    • Investment Management
    • 100 - 200 Employee
    • Vice President/Senior Client Relationship Specialist
      • Mar 2012 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Specialist
      • Mar 2005 - Mar 2012

Education

  • University of Tennessee, Knoxville
    Bachelor of Science, Business Administration; Finance
    1998 - 2002
  • University of Georgia - Terry College of Business
    Financial Planning Certification
    2013 - 2014

Community

You need to have a working account to view this content. Click here to join now