Position:
Associate Financial Advisor at Summit Financial Group, LLC
Location:
San Francisco Bay Area, United States
Found email addresses for Mathew Harrison:
Found phone for Mathew Harrison:
Prospect analytics
Aug 2026 - Current
May 2026 - Jul 2026
Jun 2025 - May 2026
Mar 2023 - May 2026
Dec 2023 - Dec 2024
May 2023 - Dec 2023
Oct 2025 - Nov 2025
Sep 2024 - May 2025
Jul 2024 - Oct 2024
Their professional focus is Customer Service, Employee Engagement, and Financial Advisory across 3 core areas.
Mathew holds Securities Industry Essentials (SIE) certifications.
Bachelor of Business Administration - BBA at University of Colorado Boulder - Leeds School of Business
Security Industry Essentials at FINRA Exam
University of Colorado Boulder
Los Gatos High School
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