Brian Matthews Cfp®

Brian Matthews CFP®️ has a comprehensive work experience in the finance industry. Brian is currently employed as the Head of Investment Strategy at Domain Money since December 2022. Prior to this, they served as a Retirement Consultant at Capital Resource Management from June 2021 to January 2023. Brian also gained valuable experience at reputable financial institutions, including Goldman Sachs, where they held the positions of Vice President from January 2020 to June 2021, and Associate from March 2018 to December 2019. Before joining Goldman Sachs, they worked as an Associate - Subadvisory at Neuberger Berman from April 2015 to March 2018. Brian also served as an Internal Annuity Wholesaler at Protective Life from May 2013 to March 2015. Brian began their career at Innovate Financial as a Financial Advising Assistant from September 2011 to February 2013, and as a Securities Intern at ProEquities, Inc. from May 2012 to August 2012. Overall, Brian's background in various roles within the finance industry showcases their expertise and commitment to the field.

Brian Matthews CFP®️ graduated from Fargo South High School in 2008 with a high school diploma. Brian then attended the University of Minnesota from 2008 to 2012, earning a degree in Economics with a field of study in Management.