Matt Karlson Email & Phone Number
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Matt Karlson Location
- Salt Lake City, UT, US
Matt Karlson Work
- Advisor @ (July 2026 - Present)
- Director, Executive Services Officer @ (June 2025 - July 2026)
- Senior Relationship Manager, Fidelity Private Wealth Management @ (October 2023 - July 2025)
- Planning Consultant, Fidelity Private Wealth Management @ (May 2022 - September 2023)
- Planning Consultant @ (May 2021 - April 2022)
- Relationship Manager @ (October 2020 - May 2021)
- Financial Representative @ (August 2019 - October 2020)
- Intern @ (May 2018 - August 2018)
Matt Karlson Education
- Villanova University
B.A. in Economics and Political Science (Minors in Business and French)
2015-2019
Matt Karlson Skills
- Customer Service
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Project Management
- Public Speaking
- Research
- Salesforce
- Stata
- eMoney
- econometrics
Matt Karlson Summary
- Matt Karlson, based in Salt Lake City, UT, US, is currently a Advisor at Signature Estate & Investment Advisors, LLC. Matt Karlson brings experience from previous roles at Fidelity Investments. Matt Karlson holds a 2015 - 2019 B.A. in Economics and Political Science in Minors in Business and French @ Villanova University. With a robust skill set that includes Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office and more. Matt Karlson has 1 emails and 1 mobile phone numbers on RocketReach.
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