Daniel Mattern Email & Phone Number
Associate Portfolio Manager, Custom Indexing @ Orion
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Daniel Mattern Location
- West Chester, PA, US
Daniel Mattern Work
- Associate Portfolio Manager, Custom Indexing @ (October 2025 - Present)
- Senior Product Data Analyst @ (March 2025 - October 2025)
- Manager Services Specialist @ (January 2023 - March 2025)
- Product Data Analyst @ (January 2019 - January 2023)
- Portfolio Manager @ (October 2017 - November 2018)
- Financial Advisor Intern @ (May 2017 - August 2017)
Daniel Mattern Education
- West Chester University of Pennsylvania
Bachelor's (Business Administration; Finance and Marketing)
2013-2017
Daniel Mattern Skills
- Account Portfolio Management
- Client Onboarding
- Client Services
- Customer Service
- Data Analysis
- Finance
- Financial Analysis
- Interpersonal Skills
- Investment Management
- Investment Research
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Middle Office Operations
- Money Managers
- Organization Skills
- Organizational Leadership
- Portfolio Managers
- PowerPoint
- Problem Solving
- Product Management
- Project Coordination
- Sales
- Time Management
Daniel Mattern Summary
- Daniel Mattern, based in West Chester, PA, US, is currently a Associate Portfolio Manager, Custom Indexing at Orion. Daniel Mattern brings experience from previous roles at Envestnet and DLL. Daniel Mattern holds a 2013 - 2017 Bachelor's in Business Administration; Finance and Marketing @ West Chester University of Pennsylvania. With a robust skill set that includes Account Portfolio Management, Client Onboarding, Client Services, Customer Service, Data Analysis and more. Daniel Mattern has 1 emails and 1 mobile phone numbers on RocketReach.
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