Matthew Erwin Email
Planning Consultant @ Fidelity Investments
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Matthew Erwin Location
- Portland, OR, US
Matthew Erwin Work
- Planning Consultant @ (December 2024 - Present)
- Relationship Manager @ (April 2024 - December 2024)
- Financial Services Representative @ (November 2023 - April 2024)
- Operations Specialist @ (September 2022 - November 2023)
- Clinic Manager @ (March 2016 - October 2021)
- Massage Therapist @ (March 2014 - April 2016)
- Clinic Administrator @ (April 2012 - June 2013)
- Branch Manager @ (January 2009 - September 2010)
Matthew Erwin Education
- Colorado State University Global
Master of Science - MS (Finance)
2021-2023 - UC Santa Barbara
Bachelor's degree (Philosophy)
2007-2011
Matthew Erwin Skills
- Analytical Skills
- Client Relations
- Communication
- Customer Retention
- Customer Satisfaction
- Customer Service
- Customer Service Training
- Customer Support
- Door-to-Door Sales
- Equity Management
- Hiring
- Leadership
- Management
- Medical Office
- Microsoft Excel
- Mobile Phone Sales
- Problem Solving
- Project Management
- Sales
- Salesforce.com
- Staff Development
- Supervisory Skills
- Therapeutic Massage
- Troubleshooting
- Zoom
Matthew Erwin Summary
- Matthew Erwin, based in Portland, OR, US, is currently a Planning Consultant at Fidelity Investments. Matthew Erwin brings experience from previous roles at Fidelity Investments, insightsoftware and Performance Bodywork LLC. Matthew Erwin holds a 2021 - 2023 Master of Science - MS in Finance @ Colorado State University Global. With a robust skill set that includes Analytical Skills, Client Relations, Communication, Customer Retention, Customer Satisfaction and more. Matthew Erwin has 1 emails on RocketReach.
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