Matthew Guillory, CPWA®, CEPA®

Matthew Guillory, CPWA®, CEPA®

San Diego, California, United States
5K followers 500+ connections

About

ABOUT ME:
Being a highly motivated, self-directed and results-driven Investment…

Activity

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Experience

  • City National Bank Graphic

    City National Bank

    Greater San Diego Area

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    Greater San Diego Area

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    Greater San Diego Area

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    Greater San Diego Area

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    Greater San Diego Area

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    Greater San Diego Area

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    San Diego County, California, United States

Education

  • Yale School of Management Graphic

    Yale School of Management

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    Certified Private Wealth Advisor® (CPWA) certification curriculum

    Core Body of Knowledge (core topics list).

    Part I: Human Dynamics
    A: Ethics
    B: Behavioral Finance
    C: Family Dynamics

    Part II: Wealth Management – Technical Design
    A: Tax Planning
    B: Portfolio Management
    C: Risk Management and Asset Protection

    Part III: Legacy Issues
    A: Charitable Giving and Endowments
    B: Estate Issues and Wealth Transfer

    Part IV: Specialty Client…

    Certified Private Wealth Advisor® (CPWA) certification curriculum

    Core Body of Knowledge (core topics list).

    Part I: Human Dynamics
    A: Ethics
    B: Behavioral Finance
    C: Family Dynamics

    Part II: Wealth Management – Technical Design
    A: Tax Planning
    B: Portfolio Management
    C: Risk Management and Asset Protection

    Part III: Legacy Issues
    A: Charitable Giving and Endowments
    B: Estate Issues and Wealth Transfer

    Part IV: Specialty Client Services
    A: Planning for Executives
    B: Planning for Closely Held Business Owners
    C: Retirement Management

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    Activities and Societies: Executive MBA

    The Executive MBA (EMBA - 100) program is a 50-unit curriculum that concentrates on the development of strategic leadership competencies through a collaborative learning environment

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    Activities and Societies: Finance & Investment Society, Diversity, Equity and Outreach Committee, African American Student Recruitment & Retention

    Studied Business Administration with an emphasis in Corporate Finance & Financial Planning.

Licenses & Certifications

Volunteer Experience

  • Rotary International Graphic

    Member of Southeast San Diego Rotary Club and Founding President of Mission Valley Sunset Rotary,

    Rotary International

    - Present 15 years 3 months

    Social Services

    Provide support for polio vaccinations, medical technology in third world countries, dictionaries to kids in needed areas and much more.

    Mission Valley Rotary is an organization of business and young professional leaders that provides humanitarian service, encourages high ethical standards in all vocations, and helps build goodwill and peace in the community.

  • Neighborhood House Association Graphic

    Board of Director

    Neighborhood House Association

    - 3 years

    Social Services

    NHA was established in 1914 and over 100 years later, the agency has become one of the largest nonprofits social service agencies in the State of California headquartered in San Diego County, and has distinguished itself as a cutting-edge comprehensive human service provider.

    The NHA portfolio of programs is as wide and varied as the communities we serve. Current NHA programs range from early childhood development in Head Start to an innovative nutrition program, to health programs like…

    NHA was established in 1914 and over 100 years later, the agency has become one of the largest nonprofits social service agencies in the State of California headquartered in San Diego County, and has distinguished itself as a cutting-edge comprehensive human service provider.

    The NHA portfolio of programs is as wide and varied as the communities we serve. Current NHA programs range from early childhood development in Head Start to an innovative nutrition program, to health programs like HIV/AIDS case management, mental health services, Adult Day Health Care services, youth services and Senior Services.

  • Board Member

    Mission Valley Planning Group

    - 7 years 7 months

    Economic Empowerment

    •The primary purpose of planning groups is to make land-use recommendations to the City Council, Planning Commission, City staff, and other decision-making bodies.

    •The review of development projects by Community Planning Groups should focus on whether the project implements the goals and objectives of the Community Plan and the General Plan.

    •Non-political advisors to the City on local land-use matters.

  • Board Member & Loan Committee Member

    Bankers CDC

    - 3 years 8 months

    Economic Empowerment

    I served as Board Member and Loan Committee Member for the Bankers CDC Loan Program, a unit of CDC Small Business Finance. My responsibilities include reviewing and voting on loan packages submitted to the loan committee and also reviewing and making recommendations to the current lending portfolio. Additionally, I will be the Southern California liaison for Comerica Bank with the objective to increase the referrals to group.

  • San Diego State University Graphic

    Member Of The Board Of Advisors

    San Diego State University

    - 2 years 8 months

    Education

    SDSU Fowler College of Business, Management Department
    -Mentor Students
    -Connect with Local Companies on behalf of the Department of Management
    -Help the students with Internships and connect with companies in the community offer Paid & Non-Paid Internships
    -Building the board
    -Input on curriculum
    Site for student projects
    Research sites
    Speaking in classes
    Fundraising for Support for innovating curriculum and courses, Course coordination and Faculty development

  • Jackie Robinson Family YMCA Graphic

    Member Of The Board Of Advisors

    Jackie Robinson Family YMCA

    - 12 years 8 months

    Social Services

    Now more than ever, youth need a helping hand and the assurance that someone cares. The Jackie Robinson Family YMCA works to offer that critical foundation to our young people through sports and character development. Our youth programs emphasize importance of honesty, caring, respect and responsibility, fulfilling our mission of helping people realize their fullest potential through the development of spirit, mind, and body.

    The Jackie Robinson Family YMCA serves an ethnically diverse…

    Now more than ever, youth need a helping hand and the assurance that someone cares. The Jackie Robinson Family YMCA works to offer that critical foundation to our young people through sports and character development. Our youth programs emphasize importance of honesty, caring, respect and responsibility, fulfilling our mission of helping people realize their fullest potential through the development of spirit, mind, and body.

    The Jackie Robinson Family YMCA serves an ethnically diverse community of over a quarter of a million people. Every day we extend our reach to people of all ages with a variety of needs and interests. Our staff and volunteers are committed to making a real difference in the lives of those we serve, working together to build strong kids, strong families and strong communities

Courses

  • ASSESSING THE EXTERNAL ENVIRONMENT: ECONOMICS

    MBAA 664

  • COMMERCIAL LENDING & UNDERWRITING

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  • Crafting Business Strategy

    MBAA 676

  • DESIGNING DECISION SYSTEMS

    MBAA 671/672

  • ETHICS & LAW FOR EXECUTIVES

    MBAA 690

  • LEADING INNOVATION AND CHANGE IN CROSS-CULTURAL ENVIRONMENTS

    MBAA 671

  • MANAGEMENT ACCOUNTING AND CONTROL

    MBAA 663

  • MANAGING INFORMATION SYSTEMS FOR BUSINESS INNOVATION

    MBAA 678

  • Plan/Control Strategic Implementation

    MBAA 679

  • QUANTITATIVE ANALYSIS BUSINESS OPERATIONS

    MBAA 672

  • STRATEGIC ISSUES WITH CORPORATE FINANCE

    MBAA 673

  • STRATEGIC MARKETING MANAGEMENT

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  • STUDY ABROAD IN CHINA, THAILAND AND HONG KONG

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  • UNDERSTANDING HUMAN BEHAVIOR IN ORGANIZATIONS

    MBAA 670

Honors & Awards

  • 30 Under 30 San Diego County Leader No. 4: Matthew Guillory

    AOL: Patch.com

    http://bit.ly/guilloryleadership

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