Matthew Hanson Email & Phone Number
Managing Director, Wealth Consulting @ Mariner Wealth Advisors
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Matthew Hanson Location
- Laguna Niguel, CA, US
Matthew Hanson Work
- 2024 -now Managing Director, Wealth Consulting @
- 2022 -2024 Sales Director, Enterprise @
- 2021 -2022 Senior Wealth Consultant @
- 2020 -2021 Head of Advisory Solutions (Aquired by Mariner Wealth Advisors) @
- 2017 -2020 Senior Wealth Advisor @
- 2007 -2017 Managing Director @
Matthew Hanson Education
- University of Vermont
BS (Business Administration)
- Deerfield Academy
Matthew Hanson Skills
- Mutual Funds
- Separately Managed Accounts
- Business Development
- Territory Management
- Series 63
- Series 6
- Asset Allocation
- Series 65
- Investments
- Alternative Investments
- Fixed Annuities
- 401k
- Wealth Management
- Retirement Planning
- Institutional
- Investment Strategies
- Financial Advisory
- Relationship Management
- Series 7
- ETFs
- Investment Management
Matthew Hanson Summary
- Matthew Hanson, based in Laguna Niguel, CA, US, is currently a Managing Director, Wealth Consulting at Mariner Wealth Advisors. Matthew Hanson brings experience from previous roles at Altruist, Mariner Wealth Advisors, AdvicePeriod and Kayne Anderson Rudnick. Matthew Hanson holds a BS in Business Administration @ University of Vermont. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, Business Development, Territory Management, Series 63 and more. Matthew Hanson has 2 emails and 2 mobile phone numbers on RocketReach.
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