Service Academy Business Mastermind
#246: Launching a Private Wealth Advisory Practice (and a niche podcast!) with Matthew Wang, USMA ‘06
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:27:53
- More information
Informações:
Synopsis
“I wanted to build my business from the ground up… having the power to choose the clients you work with, figure out how you want to build your business strategically and for the long-term. It’s been exciting… doing it all from scratch.” -Matthew Wang, USMA ‘06 After graduating from the United States Military Academy at West Point and serving as an active-duty military intelligence officer in support of Operation Enduring Freedom, Matthew Wang transitioned into finance. Matthew completed the Bank of America Veterans Associate Program and then continued on to work with Bank of America's Global Markets institutional clients. He now works as a Private Wealth Manager with Merrill Private Wealth Management and is currently building out his team of financial advisors at The Wang Group. In this episode, we discuss: Matt’s path from getting out of the Army to becoming a private wealth advisor Oh Six Answers—the Podcast Matt is launching that is focused on reconnecting his USMA ‘06 classmates ahead of their 20-year r