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Matt Roberson Location
Columbus, OH, US
Matt Roberson Work
Product Consultant @ (February 2018 - Present)
Training Consultant @ (July 2014 - February 2018)
Financial Sales Specialist @ (August 2013 - July 2014)
Regional Internal Consultant @ (November 2010 - August 2013)
Licensed Personal Banker @ (March 2009 - November 2010)
Financial Advisor @ (September 2006 - March 2009)
Matt Roberson Education
The American College of Financial Services
Activities and societies: Chartered Financial Consultant
Ohio University
Bachelor’s Degree (Marketing and Management & Strategic Leadership)
Matt Roberson Skills
Estate Planning
Series 63
Series 7
Retirement Planning
401k
Series 6
Mutual Funds
Strategic Financial Planning
Fixed Annuities
Insurance
Life Insurance
Investments
Securities
Wealth Management
Retirement
Financial Planning
401(k) Retirement Savings Plans
Career Management
Artificial Intelligence for Business
Delegation
Accountability
Microsoft Excel
Microsoft Copilot
Change Management
Change Readiness
Wellness
Personal Development
Organizational Change Management
Matt Roberson Summary
Matt Roberson, based in Columbus, OH, US, is currently a Product Consultant at Nationwide Financial. Matt Roberson brings experience from previous roles at Nationwide Insurance, Nationwide Financial and Fifth Third Bank. Matt Roberson holds a Activities and societies: Chartered Financial Consultant @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Series 63, Series 7, Retirement Planning, 401k and more. Matt Roberson has 2 emails on RocketReach.
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