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
- Vice President - Lead Relationship Manager @ (January 2022 - Present)
- Senior Relationship Manager @ (January 2021 - January 2022)
- Assistant Vice President and Relationship Manager @ (December 2018 - January 2022)
- Relationship Manager @ (January 2018 - January 2022)
- Relationship Manager @ (June 2014 - January 2018)
- Relationship Manager - Core Market @ (May 2014 - January 2015)
- Sr. Business Development Wholesaler @ (January 2013 - May 2014)
- Sr. Business Development Wholesaler @ (January 2011 - December 2012)
- Regional Retirement Sales Consultant @ (January 2005 - December 2010)
- Group Benefits Contract Analyst @ (January 2004 - December 2005)
- Annuity Specialist @ (January 2003 - December 2004)
Daniel Mattson Education
- Johnson & Wales University Providence, RI
Bachelor's degree (Finance and Financial Management Services)
1999-2003 - CQUniversity
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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