Matthew Platt Email & Phone Number
Private Wealth Manager @ Creative Planning
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Matthew Platt Location
- Boise, ID, US
Matthew Platt Work
- Private Wealth Manager @ (June 2024 - Present)
- Financial Advisor @ (May 2020 - June 2024)
- Financial Consultant @ (June 2018 - May 2020)
- Sr. Specialist, Resource Desk @ (June 2016 - June 2018)
- Underwriting Assistant @ (August 2014 - June 2016)
- Front End Manager @ Nash Finch Company (July 2005 - August 2014)
Matthew Platt Education
- University of Nebraska at Omaha
Bachelor of Science (B.S.) (Mathematics)
2008-2013 - Metropolitan Community College
Associate's degree (Business/Commerce, General)
2007-2010
Matthew Platt Summary
- Matthew Platt, based in Boise, ID, US, is currently a Private Wealth Manager at Creative Planning. Matthew Platt brings experience from previous roles at Edward Jones, TD Ameritrade and Lincoln Financial Group. Matthew Platt holds a 2008 - 2013 Bachelor of Science (B.S.) in Mathematics @ University of Nebraska at Omaha. Matthew Platt has 2 emails and 1 mobile phone numbers on RocketReach.
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