Financial Consultant @ (January 2001 - October 2003)
Matt Erickson Education
University of Illinois Chicago
Bachelor's degree (Accounting)
1994-1998
Millikin University
Musical Theatre
Matt Erickson Skills
Alternative Investments
Asset Allocation
Asset Management
Capital Markets
Derivatives
Equities
Finance
Financial Advisory
Financial Services
Investment Advisory
Investments
LinkedIn Learning
Mutual Funds
Portfolio Management
Retirement Planning
Securities
Series 63
Series 7
Wealth Management
Business Development
Microsoft Excel
New Business Development
Customer Service
Matt Erickson Summary
Matt Erickson, based in Chicago, IL, US, is currently a Principal Director- RIA Business Development at Envestnet. Matt Erickson brings experience from previous roles at Envestnet and LaSalle Financial Services. Matt Erickson holds a 1994 - 1998 Bachelor's degree in Accounting @ University of Illinois Chicago. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Derivatives and more. Matt Erickson has 4 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Matt Erickson?
Find contact details for 700 million professionals.