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Kyle Matson Location
Wilton, CT, US
Kyle Matson Work
Financial Planner @ (June 2025 - Present)
Associate @ (September 2020 - Present)
Group Account Supervisor @ (July 2019 - September 2020)
Account Supervisor @ (June 2018 - July 2019)
Senior Account Executive @ (March 2017 - June 2018)
Account Executive @ (March 2016 - March 2017)
Assistant Account Executive @ (October 2014 - February 2016)
Brand Strategist @ (June 2014 - August 2014)
CELS Fellow @ Career Enhancing Life Services--CELS
Kyle Matson Education
New York University
Certified Financial Planner Certification
2022-2023
Connecticut College
Psychology (Philosophy)
2010-2014
Brookfield High School
High School Diploma
2006-2010
Kyle Matson Skills
Project Management
Qualitative Research
Promotions
Marketing Strategy
Brand Development Strategy
Happiness
Philosophy
Social Psychology
Health Psychology
Environmental Psychology
Social Media
Research
Microsoft Word
Marketing
Microsoft PowerPoint
Microsoft Excel
Editing
Event Management
Leadership
Social Media Marketing
Teamwork
Kyle Matson Summary
Kyle Matson, based in Wilton, CT, US, is currently a Financial Planner at Matson Financial Advisors, Inc. Kyle Matson brings experience from previous roles at Matson Financial Advisors, Inc and Harrison and Star. Kyle Matson holds a 2022 - 2023 Certified Financial Planner Certification @ New York University. With a robust skill set that includes Project Management, Qualitative Research, Promotions, Marketing Strategy, Brand Development Strategy and more. Kyle Matson has 3 emails and 1 mobile phone numbers on RocketReach.
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