Matt Willms
Mequon, Wisconsin

Matt is an InvestEd instructor. He is the president of QUANT IX SOFTWARE Inc. Matt has been involved in the securities and investment business for more than 20 years. He earned a BS from the University of Wisconsin-La Crosse in 1983 and an MBA in 1989 from the University of Wisconsin-Milwaukee. Matt has a State of Wisconsin Investment Advisor Representative license. In 1985 Matt formed QUANT IX SOFTWARE Inc. to develop investment management and record-keeping software.

InvestEd 2008 Sessons:

• Which One Is for You?: Portfolio Manager or Investment Account Manager
• Introduction to Diversification and Asset Allocation
• Using Investment Account Manager with Other Software Tools

Leadership Training 2008 Sessons:

• Portfolio Manager