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Matt Roberson Location
Columbus, OH, US
Matt Roberson Work
2018 -now Product Consultant @
2014 -2018 Training Consultant @
2013 -2014 Financial Sales Specialist @
2010 -2013 Regional Internal Consultant @
2009 -2010 Licensed Personal Banker @
2006 -2009 Financial Advisor @
Matt Roberson Education
Ohio University
Bachelor’s Degree (Marketing and Management & Strategic Leadership)
The American College
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 Bachelor’s Degree in Marketing and Management & Strategic Leadership @ Ohio University. 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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