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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The Harold K. Brown Knowledge, Education, and Empowerment Program (HB KEEP) at the SDSU Gus and Emma Thompson Black Resource Center, in partnership…
The Harold K. Brown Knowledge, Education, and Empowerment Program (HB KEEP) at the SDSU Gus and Emma Thompson Black Resource Center, in partnership…
Liked by Matthew Guillory, CPWA®, CEPA®
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It’s official. Today, Mayor Todd Gloria was sworn in for 4 more years. Congratulations, sir! I’m honored to serve this city with you.
It’s official. Today, Mayor Todd Gloria was sworn in for 4 more years. Congratulations, sir! I’m honored to serve this city with you.
Liked by Matthew Guillory, CPWA®, CEPA®
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Esperanza Daniel you are an amazing banker and advocate for your clients. Enterprise Bank & Trust is lucky to have you on the team!
Esperanza Daniel you are an amazing banker and advocate for your clients. Enterprise Bank & Trust is lucky to have you on the team!
Liked by Matthew Guillory, CPWA®, CEPA®
Experience
Education
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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
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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. -
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.
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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
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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
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ASSESSING THE EXTERNAL ENVIRONMENT: ECONOMICS
MBAA 664
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COMMERCIAL LENDING & UNDERWRITING
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Crafting Business Strategy
MBAA 676
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DESIGNING DECISION SYSTEMS
MBAA 671/672
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ETHICS & LAW FOR EXECUTIVES
MBAA 690
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LEADING INNOVATION AND CHANGE IN CROSS-CULTURAL ENVIRONMENTS
MBAA 671
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MANAGEMENT ACCOUNTING AND CONTROL
MBAA 663
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MANAGING INFORMATION SYSTEMS FOR BUSINESS INNOVATION
MBAA 678
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Plan/Control Strategic Implementation
MBAA 679
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QUANTITATIVE ANALYSIS BUSINESS OPERATIONS
MBAA 672
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STRATEGIC ISSUES WITH CORPORATE FINANCE
MBAA 673
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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
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30 Under 30 San Diego County Leader No. 4: Matthew Guillory
AOL: Patch.com
http://bit.ly/guilloryleadership
More activity by Matthew
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I'm thankful to live close to the office and in a region with near perfect weather. Taking advantage of that today with a refreshed effort to walk…
I'm thankful to live close to the office and in a region with near perfect weather. Taking advantage of that today with a refreshed effort to walk…
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The Scottsdale team at CommLoan is proud to share our 2024 production results. Here’s what we achieved together: 𝟮𝟬𝟮𝟰…
The Scottsdale team at CommLoan is proud to share our 2024 production results. Here’s what we achieved together: 𝟮𝟬𝟮𝟰…
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It's been a privilege to work with Tim Goldsmid, Madelynn Alford and the rest of the team at Olli Salumeria on their recent financing...I really…
It's been a privilege to work with Tim Goldsmid, Madelynn Alford and the rest of the team at Olli Salumeria on their recent financing...I really…
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So proud to be a part of this amazing National Nonprofit & Institutional Banking team, leading the West Region and supporting our clients’ important…
So proud to be a part of this amazing National Nonprofit & Institutional Banking team, leading the West Region and supporting our clients’ important…
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2024 is almost over… This year I… Had a record year as a mortgage broker in a tough market 💪🏾 Dropped 25 lbs without completely giving up the…
2024 is almost over… This year I… Had a record year as a mortgage broker in a tough market 💪🏾 Dropped 25 lbs without completely giving up the…
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Before we say good-bye to 2024, say hello to our newest team members! It has been a year of growth and expansion here at Enterprise Bank & Trust and…
Before we say good-bye to 2024, say hello to our newest team members! It has been a year of growth and expansion here at Enterprise Bank & Trust and…
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