Matt Erickson Email & Phone Number
Principal Director- RIA Business Development @ Envestnet, Inc
5 free lookup(s).
Matt Erickson Location
- Chicago, IL, US
Matt Erickson Work
- 2022 - now Principal Director- RIA Business Development @
- 2014 - 2022 SVP- Southeast Regional Director- Central Division Lead @
- 2007 - 2014 VP- Midwest Regional Director @
- 2005 - 2007 Regional Consultant @
- 2003 - 2005 Financial Advisor @ LaSalle Financial Services
- 2001 - 2003 Financial Consultant @
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
- Portfolio Management
- Retirement Planning
- Financial Advisory
- Financial Services
- Capital Markets
- Equities
- Finance
- Derivatives
- 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, Envestnet Asset Management and LaSalle Financial Services. 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 5 emails and 2 mobile phone numbers on RocketReach.
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