Matthew Berard Email
Investment Operations Associate @ Dynamic Advisor Solutions
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Matthew Berard Location
- Newtown, CT, US
Matthew Berard Work
- Investment Operations Associate @ (March 2026 - Present)
- Intern @ (June 2024 - August 2024)
- Assistant Manager @ CS services (May 2021 - July 2023)
- Retail Cashier @ (September 2020 - August 2022)
Matthew Berard Education
- Providence College
Bachelor's degree (Economics)
2021-2025
Matthew Berard Summary
- Matthew Berard, based in Newtown, CT, US, is currently a Investment Operations Associate at Dynamic Advisor Solutions. Matthew Berard brings experience from previous roles at Round Rock Advisors LLC, CS services and Caraluzzi's Markets. Matthew Berard holds a 2021 - 2025 Bachelor's degree in Economics @ Providence College. Matthew Berard has 2 emails on RocketReach.
Looking for a different Matthew Berard?
Find contact details for 700 million professionals.
Others Named Matthew Berard
Matthew Berard
Partner
Troy, MI, US
Matthew Berard
Senior Platform Operations Manager
Atlanta, GA, US
Matthew Berard
Assistant Manager
Cumberland, RI, US
Matthew Berard
Communications and Marketing Advisor
Calgary, AB, CA
Matthew Berard
Secondary Loop Process Engineer
Readfield, ME, US
Top Dynamic Advisor Solutions Employees
Jim Cannon
Founder and CEO
Phoenix, AZ, US
Brian Bowen
Director of Advisor Integration
Cave Creek, AZ, US
Steve Kulesza
Chief Business Development Officer
Cave Creek, AZ, US
Kim Cecere
Chief Marketing Officer
Phoenix, AZ, US
Eric Draughon
Chief Service Officer
Glendale, AZ, US
Konstantin Etus
Chief Investment Officer
Omaha, NE, US
Don Wiscomb
Wealth Manager
Salt Lake City, UT, US
John Davis
Senior Investment Research Analyst
Gainesville, FL, US
Melanie Ahlers
Manager On boarding
Port St. Lucie, FL, US
Dynamic Marketing
Wealth Manager
Phoenix, AZ, US
Tanya Escobedo
Director
Queen Creek, AZ, US
Cameron Juhnke
Investment Operations Manager
Colorado Springs, CO, US
Cherie Jolly
Chief Compliance Officer
Phoenix, AZ, US
Michael Freeman
Compliance Officer
Little Rock, AR, US
Whitney Johnson
Practice Management and Business Development
Gilbert, AZ, US
Heather Jackson
Manager of Concierge
Cave Creek, AZ, US
Matthew Berard
Investment Operations Associate
Newtown, CT, US
Tyler Corbett
Investment Associate
Denver, CO, US
Jennifer Gilsdorf
Senior Manager, Advisor Support
United States
Mathew Weiss
Business Development
Phoenix, AZ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co