Michael Matson Email & Phone Number
Senior Performance Reporting Analyst @ Geometric Wealth Advisors
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Michael Matson Location
- Chicago, IL, US
Michael Matson Work
- 2025 -now Senior Performance Reporting Analyst @
- 2022 -2025 Performance Reporting Analyst @
- 2021 -2022 Business Analyst @
- 2019 -2022 Trading Operations Analyst @
- 2017 -2019 Portfolio Operations Analyst @
- 2016 -2017 Centralized Financial Security, Advisory Services Associate @
- 2014 -2015 Investment Operations Associate @
- 2013 -2013 Leasing Consultant and Intern Operations Director @
- 2013 -2013 Intern @ Small Business Advocacy Council
- 2007 -2011 Building and Grounds Summer Manager @
- 2011 -2011 Business Manager @ Kalamazoo College Index
Michael Matson Education
- DePaul University
Bachelor of Business Administration (B.B.A.) (Business Management)
2011-2013 - Kalamazoo College
BA (Business, Economics)
2009-2011 - Chicago Waldorf school 2005-2009
Michael Matson Skills
- Microsoft Excel
- PowerPoint
- Project Management
- Time Management
- Management
- Mutual Funds
- Equities
- Microsoft Office
- Portfolio Management
- NetX360
- Retirement Planning
- Investments
- Microsoft Word
- Financial Markets
- Finance
- Leadership
- Access
- Investment Strategies
- Marketing
- Painting
- Financial Advisory
- Cards
- Consulting
- Market
- Winter
- Business Administration
- Uniform Combined State Law
- Adoption
- Redundancies
- Financial Statements
- Insurance Planning
- Skokie
- Inventory Management
- German
- Security
- Journals
- Advisory Services
- Monitors
- Accounting
- Workflow
- Quarter
- Distribution Strategies
- Profit
- Advisory
- Asset Allocation
- Connecting
- FINRA
- Training
- Research
- Accounts Payable
- Chicago
- Options
- Advertising Agency
- Product Marketing
- Economics
- Advertising
- Series 66
- Strategic Planning
- Licensing
- Operations
- Wire Transfers
- QuickBooks
- Contractual Agreements
- Services
- Paper
- Accounts Receivable
- Suitability
- Leasing
- Banking
- Data Management
- Tenants
- Excel
- Actimize
- Software
- Financial Services
- Morningstar
- Wealth Management
- Compliance
- Rate
- Asset
- Interest Rates
- ACH
- Onboarding
- Market Analysis
- Financial Transactions
- Problem Solving
- Trading
- Health Insurance
- MIS
- Acats
- Retirement
- Series 7
- Securities
Michael Matson Summary
- Michael Matson, based in Chicago, IL, US, is currently a Senior Performance Reporting Analyst at Geometric Wealth Advisors. Michael Matson brings experience from previous roles at Geometric Wealth Advisors, Ryan Specialty Group and NextCapital. Michael Matson holds a 2011 - 2013 Bachelor of Business Administration (B.B.A.) in Business Management @ DePaul University. With a robust skill set that includes Microsoft Excel, PowerPoint, Project Management, Time Management, Management and more. Michael Matson has 2 emails and 3 mobile phone numbers on RocketReach.
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