Matt Bahreman
About
I’m an aspiring wealth management professional focused on client service, clear communication, and long-term credibility. I’m building toward a client-facing career where I can support individuals and families with thoughtful guidance, strong follow-through, and the kind of professionalism that earns trust over time.
To become more specialized and better equipped to serve clients, I’m pursuing a structured licensing and credential path. I’m currently preparing for the SIE (Feb 14, 2026), followed by the Series 7 and Series 63/65/31, and then credentials such as CPFA, CFP, CRPC, and CPWA. My goal is to build a strong foundation first, then deepen expertise in retirement planning, workplace plans, and high-net-worth wealth strategies.
Projects
Experience
Education
Skills/Licenses
SIE (Completed)
I’ve completed the SIE to establish baseline securities knowledge and a foundation for client-facing financial services roles.
Other Licenses
After completing the SIE, I plan to earn the required firm-sponsored registrations in a structured sequence, Series 7, Series 63, Series 65, and Series 31, then pursue longer-term credentials focused on retirement planning, workplace plans, and high-net-worth client needs: CPFA, CFP, CRPC, and CPWA. The exact timing and order are role-dependent and may adjust based on sponsorship and job requirements.
Data Annotation & Labeling
Hands-on experience creating consistent labels, writing clear annotation guidelines, and performing quality checks to improve dataset reliability for modeling and analysis.
Data Cleaning & Preparation
Skilled in cleaning messy datasets (missing values, outliers, duplicates), validating data integrity, and preparing analysis-ready tables for reporting and downstream use.
Dashboards & Reporting
Build clear dashboards and recurring reports that translate data into decisions, tracking KPIs, trends, and performance with a focus on readability and stakeholder needs.
LLM / NLP Projects
Building practical experience with large language model workflows, prompting, evaluation, and lightweight fine-tuning concepts, plus text classification and dataset curation to support real-world use cases.