Matt Erickson Location

Chicago, IL, US

Matt Erickson Work

  • 2014 - now  SVP- Regional Director @ Envestnet
  • 2005 - 2014 VP- Midwest Regional Director @ Envestnet, Inc
  • 2003 - 2005 Financial Advisor @ LaSalle Financial Services

Matt Erickson Education

  • University of Illinois at Chicago

    Bachelor's degree (Accounting)

    1994 - 1998
  • Millikin University

    (Musical Theatre)

Matt Erickson Skills

  • Series 7
  • Mutual Funds
  • Wealth Management
  • Asset Management
  • Investments
  • Investment Advisory
  • Asset Allocation
  • Series 63
  • Alternative Investments
  • Securities

Matt Erickson Summary

Matt Erickson, based in Chicago, IL, US, is currently a SVP- Regional Director at Envestnet. Matt Erickson brings experience from previous roles at Envestnet Asset Management, LaSalle Financial Services and A.G. Edwards & Sons, Inc.. Matt Erickson holds a 1994 - 1998 Bachelor's degree in Accounting @ University of Illinois at Chicago. With a robust skill set that includes Series 7, Mutual Funds, Wealth Management, Asset Management, Investments and more. Matt Erickson has 3 emails and 2 mobile phone numbers on RocketReach.

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