Michael Matson
Senior Performance Reporting Analyst at Geometric Wealth Advisors | Greater Chicago Area
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Senior Performance Reporting Analyst at Geometric Wealth Advisors in January 2025 to Present
Performance Reporting Analyst at Geometric Wealth Advisors in July 2022 to January 2025
Business Analyst at Ryan Specialty Group in November 2021 to August 2022
Trading Operations Analyst at NextCapital in January 2019 to February 2022
Portfolio Operations Analyst at NextCapital in October 2017 to January 2019
Centralized Financial Security, Advisory Services Associate at Northwestern Mutual in January 2016 to October 2017
Investment Operations Associate at Northwestern Mutual in March 2014 to December 2015
Leasing Consultant/Intern Operations Director at Renters Refuge, Prudential Rubloff Rentals in April 2013 to September 2013
Intern at Small Business Advocacy Council in April 2013 to June 2013
Building and Grounds Summer Manager at Chicago Waldorf School in May 2007 to September 2011
Business Manager at Kalamazoo College Index in April 2011 to June 2011
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DePaul University, Bachelor of Business Administration (B.B.A.), January 2011 to January 2013
Kalamazoo College, BA, January 2009 to January 2011
Chicago Waldorf school, January 2005 to January 2009
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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
Accounting
Strategic Planning
Product Marketing
Inventory Management
Banking
Series 66
Options
Wealth Management
Financial Services
Financial Statements
Series 7
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Discover more about Geometric Wealth AdvisorsWhat is Michael Matson email address?
Email Michael Matson at [email protected] and [email protected]. This email is the most updated Michael Matson's email found in 2026.
How to contact Michael Matson?
To contact Michael Matson send an email to [email protected] or [email protected].
What company does Michael Matson work for?
Michael Matson works for Geometric Wealth Advisors
What is Michael Matson's role at Geometric Wealth Advisors?
Michael Matson is Senior Performance Reporting Analyst
What is Michael Matson's Phone Number?
Michael Matson's phone (**) *** *** 338
What industry does Michael Matson work in?
Michael Matson works in the Financial Services industry.
Michael Matson Email Addresses
Michael Matson Phone Numbers
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