Matthew

Matthew: Email & Phone Number

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Investment Advisor Representative at Transamerica Financial Advisors, Inc.|McFarland, Wisconsin, United States

Position:

Investment Advisor Representative at Transamerica Financial Advisors, Inc.

Location:

McFarland, Wisconsin, United States

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Last updated: 2026-06-17
Updated: 2026-06-17

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Personal emails:
m**********o@gmail.com

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Work Experience 31 years

Investment Advisor Representative at Transamerica Financial Advisors, Inc.

Jan 2009 - Current

Product Marketing Manager at Kerr Corporation

Jun 2009 - Jan 2012

Product Marketing Manager at AprilAire

Jan 2007 - Jan 2009

Product Manager at Briggs & Stratton

Jan 2001 - Jan 2007

Senior Demand Planner at Generac

Jan 1995 - Jan 2001

Their professional focus is 401k, 401k Rollovers, and Business Planning across 3 core areas.

Education

Mid-Level Management Certificate at Wisconsin School of Business

Masters at Cardinal Stritch University

Project Management Certificate at Wisconsin School of Business

BS at University of Wisconsin-Platteville

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