Matthew P Metos

V.p Advanced Planning

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Location:

933 Judah St, San Francisco, CA 94122

Industry:

Investment Management

Work:

Fidelity Investments
V.p Advanced Planning
Fidelity Investments Nov 2016 - Feb 2019
Director, Regional Fiduciary Officer
Loring, Wolcott & Coolidge Trust, Llc May 2013 - Nov 2016
Trust Counsel
U.s. Trust Mar 2003 - Apr 2013
Vice President, Fiduciary Service Officer
Superior Court of Massachusetts Sep 2001 - Aug 2002
Judicial Law Clerk

Education:

University of Denver - Sturm College of Law 2015
Masters, Master of Laws, Law Western New England University May 2001
Doctor of Jurisprudence, Doctorates Western New England University School of Law Aug 1998 - May 2001
Doctor of Jurisprudence, Doctorates, Law University of Utah Jun 1997
Bachelors, Bachelor of Science University of Utah - David Eccles School of Business 1992 - 1997
Bachelors, Bachelor of Science, Accounting

Skills:

Estate Planning
Trusts
Trust Services
Litigation
Trials
Westlaw
Document Review
Wealth Management
Wealth Management Services
Civil Litigation
Microsoft Office
Corporate Law
Corporate Governance
Real Estate
Trust Management
Mergers and Acquisitions
Legal Research
Legal Writing
Risk Management
Tax
Investment Trusts
Fiduciary
Fiduciary Services
Fiduciary Management
Tax Law
Financial Planning
Tax Planning

Certifications:

Certified Financial Planner ™
Series 7
Series 63

Matthew Metos

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Location:

San Francisco, CA

Matthew Metos

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Location:

San Francisco, CA

Matthew Paul Metos, Hartford CT - Lawyer

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Address:

Bank of America
Ct2-500-28-02 185 Asylum Street, Hartford, CT 06103

Licenses:

Connecticut - Active 2002