Matthew Houston, Financial Counselor at Workplace Options

Matthew Houston

Financial Counselor at Workplace Options | San Jose, California, United States

Profile last verified July 2026
Investment Management Verified Profile San Jose, California, United States CSUSB
Verified

Personal Email

***@sbcglobal.net

Personal • High Confidence

Phone Number

(213) ***-*198

United States • Phone

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Matthew Houston Socials
Matthew Houston Work Experience

Financial Counselor at Workplace Options in August 2023 - Present

Chief Executive Officer at Houston Enterprises Inc in January 2004 - April 2013

Vice President Financial Consultant at Charles Schwab in January 2008 - April 2012

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FA GPC at Merrill Lynch in January 2004 - January 2007

Senior Consultant at NARG in January 2000 - January 2007

Sales Manager at Samuels Jewelers Inc in January 2000 - January 2005

Matthew Houston Education

CSUSB, Business Administration/ Finance

Matthew Houston Skills
Budgeting Retirement Planning Insurance certified financial counselor Sales Management Financial Planning Portfolio Management Estate Planning Insurance Planning Import/Export Marketing Strategy Auditing Operations Management Financial Planners Finance Strategic Financial Planning Managerial Finance Investments Financial Analysis Strategy Management Banking Marketing Financial Services International Trade Sales Business Strategy CRM Mergers & Acquisitions Strategic Planning Leadership Customer Relationship Management (CRM)
About Matthew Houston’s Current Company
Workplace Options

Founded in 1982, Workplace Options is the largest independent provider of holistic wellbeing solutions. Through our customized programs, and comprehensive global network of credentialed providers and professionals, we support individuals to become healthier, happier and more productive both personally and professionally. Important notice from the Workplace Options recruitment team Our job openings are listed at https://www.linkedin.com/company/workplace-options/jobs/. As a candidate, please be mindful to protect yourselves and your personal information from illegitimate offers. We will only contact you from a workplace options email address throughout the recruitment process. Some signs that may indicate the offer is not real: - You are asked to purchase your own equipment. - The company requires payment from you. - The domain site doesn’t match the employer site. - A recruiter asks for any personal information aside from your basic contact information, such as your social security number or bank account number. Our recruitment team is here to support you in your job search and is happy to answer any questions you may have.

Discover more about Workplace Options
Matthew Houston’s Colleagues
Jennifer Kovalick

Jennifer Kovalick

Raleigh, North Carolina, United States

Director, Business Solutions at Workplace Options | Global Wellbeing Solutions such as Employee Assistance Programs (EAP), Work-life, Wellness, Critical Incident/Trauma, Training & Global Subsidy

Director, Global Business Solutions at Workplace Options
(August 2016 – Present)

Laura Mcatee

Laura Mcatee

Raleigh, North Carolina, United States

Senior Employee Engagement Manager and Diversity & Inclusion Specialist at Workplace Options

Senior Employee Engagement Manager at Workplace Options
(January 2025 – Present)

Rodney Davis

Rodney Davis

Apex, North Carolina, United States

Director of Global Technology at Workplace Options

Director of Global Technology at Workplace Options
(October 2020 – Present)

Jennifer Dart

Jennifer Dart

Raleigh, North Carolina, United States

Passion for communication that matters. “The really great make you feel that you, too, can become great.” – Mark Twain

Senior Global Manager, Corporate Communications at Workplace Options
(July 2022 – Present)

Damien Donnelly

Damien Donnelly

Ireland

Senior Human Resources Partner - Global Talent Acquisition at Workplace Options

Senior Human Resources Partner - Global Talent Acquisition at Workplace Options
(September 2017 – Present)

Nina Kalivas

Nina Kalivas

Erie, Colorado, United States

Vice President Global Account Management, Americas Region

Vice President Global Account Management, Americas Region at Workplace Options
(February 2022 – Present)

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Frequently asked questions about Matthew Houston

What is Matthew Houston email address?

Email Matthew Houston at [email protected] and [email protected]. This email is the most updated Matthew Houston's email found in 2026.

How to contact Matthew Houston?

To contact Matthew Houston send an email to [email protected] or [email protected].

What company does Matthew Houston work for?

Matthew Houston works for Workplace Options.

What is Matthew Houston's role at Workplace Options?

Matthew Houston is Financial Counselor

What industry does Matthew Houston work in?

Matthew Houston works in the Investment Management industry.

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