Matthew Atkinson Email & Phone Number
Senior Manager | Portfolio Construction and Behavioral Coaching Insights @ Vanguard
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Matthew Atkinson Location
- Davidson, NC, US
Matthew Atkinson Work
- 2025 -now Senior Manager | Portfolio Construction and Behavioral Coaching Insights @
- 2023 -2025 Manager, Economics and Portfolio Construction, Advice Methodology Business Enablement @
- 2020 -2023 Senior Investment Analyst @
- 2017 -2020 Investment Analyst @
- 2014 -2017 Financial Advisor @
- 2013 -2014 Financial Planner @
- 2011 -2013 Flagship Representative @
- 2010 -2011 Financial Advisor @
- 2007 -2010 Internal Auditor @
- 2005 -2007 Internal Auditor and Financial Accountant @ Case & Associates Properties, Inc.
- 2005 -2007 Volunteer Youth Pastor @ Agora Church
- 2005 -2005 Personal Trainer @ COR Fitness & Tanning
Matthew Atkinson Education
- Regent University
MBA (Global Business Management & Leadership)
2008-2010 - The University of Tulsa
B.S (Exercise and Sports Science)
2002-2004 - John Brown University
(Health and Physical Education/Fitness)
2000-2002
Matthew Atkinson Skills
- Leadership
- Auditing
- Financial Advisory
- Estate Planning
- Alternative Investments
- Portfolio Optimization
- Portfolio Performance Analysis
- Cash Flow
- Retirement Planning
- Valuation
- Sustainable Investing
- Sales
- Financial Planning
- Portfolio Management
- Certified Investment Management Analyst
- Model Portfolios
- Financial Risk
- Investments
- Self Starter
- Finance
- Client Relationship
- Asset Allocation
- Investment Advisory
- Alternative Investment Strategies
- Financial Services
- Morningstar
- Wealth Management
- Mutual Funds
- Financial Accounting
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Entrepreneurship
- Operations Management
- Program Management
- Risk Management
- Asset Management
- Microsoft Excel
- Strategic Leadership
- Marketing
- Certified Financial Planner
- Customer Service
- Financial Analysis
- Contract Negotiation
- High degree of initiative
- Client Relationship Management
- Management
- Teamwork
- Financial Reporting
- Strategic Financial
- Due Diligence
- Research
- Problem Solving
- Behavioral Finance
- CRM
- Internal Audit
Matthew Atkinson Summary
- Matthew Atkinson, based in Davidson, NC, US, is currently a Senior Manager | Portfolio Construction and Behavioral Coaching Insights at Vanguard. Matthew Atkinson brings experience from previous roles at Vanguard. Matthew Atkinson holds a 2008 - 2010 MBA in Global Business Management & Leadership @ Regent University. With a robust skill set that includes Leadership, Auditing, Financial Advisory, Estate Planning, Alternative Investments and more. Matthew Atkinson has 2 emails and 2 mobile phone numbers on RocketReach.
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