Andy Mati
Wealth Management Advisor at TIAA | Hartford, Connecticut, United States
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Wealth Management Advisor at TIAA in March 2022 to Present
Financial Advisor at Merrill Lynch in January 2020 to March 2022
Financial Advisor at Northwestern Mutual in February 2016 to January 2020
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University of Connecticut, Bachelor of Science - BS, Finance, Financial Management
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Executive Presentation Skills
Value Creation
Presentations
Customer Satisfaction
Negotiation
Collateralized Loan Obligations (CLO)
Alternative Assets
Investment Decisions
Communication
Analytical Skills
Mergers & Acquisitions (M&A)
Capital Raising
Purchase Agreements
Financial Modeling
Report Writing
Relationship Building
Wealth Management
Risk Management
Employee Benefits
Retirement Planning
Financial Planning
Financial Analysis
Life Insurance
Disability Insurance
Long-term Care
Estate Planning
Finance
Investments
Business Planning
Strategic Financial Planning
Business Risk Management
Business Succession Planning
Leadership
Strategic Partnerships
Wealth Accumulation
Wealth Preservation Planning
Business Continuity Planning
Business Valuation Planning
Education Funding
Special Needs Trusts
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Discover more about TIAAWhat is Andy Mati email address?
Email Andy Mati at [email protected] and [email protected]. This email is the most updated Andy Mati's email found in 2026.
What is Andy Mati phone number?
Andy Mati phone number is (860) 570-7482.
How to contact Andy Mati?
To contact Andy Mati send an email to [email protected] or [email protected]. If you want to call Andy Mati try calling on (860) 570-7482.
What company does Andy Mati work for?
Andy Mati works for TIAA
What is Andy Mati's role at TIAA?
Andy Mati is Wealth Management Advisor
Andy Mati Email Addresses
Andy Mati Phone Numbers
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