Matthew Benson

Matthew Benson

Financial Advisor, Senior Portfolio Advisor | Los Angeles, California, United States

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Work Experience

Merrill Lynch

Financial Advisor

2020-09-01 — Present

JPMorgan Chase Bank, N.A.

Private Client Advisor

2017-01-01 — 2020-09-01

U.S. Trust

Senior Vice President, Private Client Advisor

2014-01-01 — 2017-01-01

Union Bank

Managing Director, Private Bank Manager

2010-01-01 — 2014-01-01

U.S. Trust

Internal Wholesaler, Trust Consultant

2006-01-01 — 2010-01-01

Skills

advice & planning investments banking retirement estate planning services credit & lending solutions for business financial advising financial services investing

Languages

English