Matthew J. Zivick
Matt Zivick started working with Bank of America/Merrill Lynch in 2007 and had over 20 years of overall customer service management experience before joining IHT Wealth Management. As the first point of contact for the team, he creates a seamless onboarding experience for new clients; and is also primarily responsible for portfolio construction and execution, cash management, trading, and all levels of compliance and document processing. Matt has a BA from Michigan State University and advanced his education by obtaining a finance MBA from Loyola University in Chicago.
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*According to SmartAsset 08/22