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Name
Matt Marchese
Title
Vice President, Retirement Plan Sales, Schwab Retirement Plan Services
Bio
Matthew Marchese is Vice President of Sales for Schwab Retirement Plan Services based in West Hartford, Connecticut. He began working with Schwab in 2015 and is responsible for defined contribution, defined benefit, and nonqualified large plan sales.
Mr. Marchese has 20 years of experience in the financial services industry advising individual and corporate clients on retirement planning. Prior to joining Schwab, Mr. Marchese spent eight years at T. Rowe Price in retirement plan sales covering the Midwest. He also spent four years with the Lincoln Financial Group where he was responsible for retirement plan sales and service in the Midwestern region.
Mr. Marchese has a Bachelor of Arts in political science from McDaniel College and holds FINRA Series 6, 7, and 63 securities licenses along with Maryland life, health & annuity licenses.
Mr. Marchese has 20 years of experience in the financial services industry advising individual and corporate clients on retirement planning. Prior to joining Schwab, Mr. Marchese spent eight years at T. Rowe Price in retirement plan sales covering the Midwest. He also spent four years with the Lincoln Financial Group where he was responsible for retirement plan sales and service in the Midwestern region.
Mr. Marchese has a Bachelor of Arts in political science from McDaniel College and holds FINRA Series 6, 7, and 63 securities licenses along with Maryland life, health & annuity licenses.
Contact
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https://twitter.com/mmarchesecs?lang=en
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https://www.linkedin.com/in/matthew-marchese/
