Daniel Mattson Email & Phone Number
Vice President - Lead Relationship Manager @ T. Rowe Price
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Daniel Mattson Location
- Suffield, CT, US
Daniel Mattson Work
- 2022 -now Vice President - Lead Relationship Manager @
- 2021 -2022 Senior Relationship Manager @
- 2018 -2022 Assistant Vice President and Relationship Manager @
- 2018 -2022 Relationship Manager @
- 2014 -2018 Relationship Manager @
- 2014 -2015 Relationship Manager - Core Market @
- 2013 -2014 Sr. Business Development Wholesaler @
- 2011 -2012 Sr. Business Development Wholesaler @
- 2005 -2010 Regional Retirement Sales Consultant @
- 2004 -2005 Group Benefits Contract Analyst @
- 2003 -2004 Annuity Specialist @
Daniel Mattson Education
- Johnson & Wales University Providence, RI
Bachelor's degree (Finance and Financial Management Services)
1999-2003 - Central Queensland University
Study (International Business/Trade/Commerce, Australia)
2002-2002
Daniel Mattson Skills
- Series 63
- Mutual Funds
- Retirement
- 401k
- Series 6
- Series 7
- Retirement Planning
- Insurance
- Investments
- Fixed Annuities
- Pensions
- Relationship Management
- Wealth Management
- Pension Funds
- Defined Contribution
- Finance
- Asset Allocation
- Securities Regulation
- Financial Services
- 401(k) Retirement Savings Plans
- Social Media
- Customer Service
- Empower
- Project Management
- Services
- Marketing
- Sales Management
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Daniel Mattson Summary
- Daniel Mattson, based in Suffield, CT, US, is currently a Vice President - Lead Relationship Manager at T. Rowe Price. Daniel Mattson brings experience from previous roles at T. Rowe Price and Empower Retirement. Daniel Mattson holds a 1999 - 2003 Bachelor's degree in Finance and Financial Management Services @ Johnson & Wales University Providence, RI. With a robust skill set that includes Series 63, Mutual Funds, Retirement, 401k, Series 6 and more. Daniel Mattson has 2 emails and 1 mobile phone numbers on RocketReach.
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