Michael Matson Email & Phone Number
Senior Performance Reporting Analyst @ Geometric Wealth Advisors
Michael Matson Location
Chicago, IL, US
Michael Matson Work
- 2025 - now Senior Performance Reporting Analyst @ Geometric Wealth Advisors
- 2022 - 2025 Performance Reporting Analyst @ Geometric Wealth Advisors
- 2021 - 2022 Business Analyst @ Ryan Specialty
- 2019 - 2022 Trading Operations Analyst @ NextCapital
- 2017 - 2019 Portfolio Operations Analyst @ NextCapital
- 2016 - 2017 Centralized Financial Security, Advisory Services Associate @ Northwestern Mutual
- 2014 - 2015 Investment Operations Associate @ Northwestern Mutual
- 2013 - 2013 Leasing Consultant and Intern Operations Director @ Renters Refuge
- 2013 - 2013 Intern @ Small Business Advocacy Council
- 2007 - 2011 Building and Grounds Summer Manager @ Chicago Waldorf School
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 school2005 - 2009
Michael Matson Skills
- Microsoft Excel
- PowerPoint
- Project Management
- Time Management
- Management
- Mutual Funds
- Equities
- Microsoft Office
- Portfolio Management
- NetX360
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 2 mobile phone numbers on RocketReach.
5 free lookup(s).
Looking for a different Michael Matson?
Find contact details for 700 million professionals.
Others Named Michael Matson
-
Michael Matson
Systems Engineer at SimVentions
King George, VA, US24 -
Michael Matson
Anesthesiologist at Shriners Hospitals for Children
Orangevale, CA, US15+ -
22 -
Michael Matson
Vice President at Alliance Bank of Arizona
Chandler, AZ, US45+ -
Michael Matson
Food Service Manager at Aramark
Broadview, IL, US35 -
Michael Matson
Owner at mht
Queen Creek, AZ, US25+ -
Michael Matson
Workshop Controller at SAGA Truck & Van
Braintree, GB1
Top Geometric Wealth Advisors Employees
-
23
-
22
-
Grace Curell
Tax Advisor at Geometric Wealth Advisors
Dayton, OH, US21 -
Daniel Stuckey
Wealth Advisor at Geometric Wealth Advisors
New York, NY, US21 -
24
-
Tracy Johnson
Senior Wealth Advisor and Partner at Geometric Wealth Advisors
Saint Paul, MN, US21 -
Fritzner Jean Jr.
Senior Portfolio Analyst at Geometric Wealth Advisors
Charlotte, NC, US12 -
Kenny Mayer
IT and Security Manager at Geometric Wealth Advisors
Frederick, MD, US23 -
Shannen Paul
Financial Planner at Geometric Wealth Advisors
Wesley Chapel, FL, US2 -
11
-
1
-
Elisa Lundy
Financial Planning Team Lead and Partner at Geometric Wealth Advisors
Grand Rapids, MI, US11 -
Tendai Shirley
Paraplanner at Geometric Wealth Advisors
New York, United States1 -
Claire Nugent
Senior Financial Planner at Geometric Wealth Advisors
Fort Wayne, IN, US11 -
Adrian Pedroza
Paraplanner at Geometric Wealth Advisors
Los Alamitos, CA, US11
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
