Mathew Harrison

Mathew Harrison: Email & Phone Number

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Associate Financial Advisor at Summit Financial Group, LLC|San Francisco Bay Area, United States

Position:

Associate Financial Advisor at Summit Financial Group, LLC

Location:

San Francisco Bay Area, United States

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Last updated: 2026-10-12
Updated: 2026-10-12

Found email addresses for Mathew Harrison:

Business emails:
Personal emails:
m*************n@colorado.edu,
m************7@gmail.com

Found phone for Mathew Harrison:

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Current work details
DepartmentFinancial Services
Availability
TimezonePDT
Best time to contact12:00 PM – 4:00 PM
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Work Experience 3 years

Associate Financial Advisor at Summit Financial Group, LLC

Aug 2026 - Current

Client Services and Operations Manager at The Bay Club Company

May 2026 - Jul 2026

Operations Intern at The Bay Club Company

Jun 2025 - May 2026

Associate at Delta Sigma Pi, Alpha Rho Chapter

Mar 2023 - May 2026

President at Delta Sigma Pi, Alpha Rho Chapter

Dec 2023 - Dec 2024

Social Chair at Delta Sigma Pi, Alpha Rho Chapter

May 2023 - Dec 2023

Associate Financial Advisor at First Manhattan

Oct 2025 - Nov 2025

Investment Analytics Intern at Smash Burger

Sep 2024 - May 2025

Business Development Intern at Community Foundation Boulder County

Jul 2024 - Oct 2024

Mathew Harrison started working in 2023, then the employee has changed 5 companies and 7 jobs. On average, Mathew Harrison works for one company for 9 months.

Their professional focus is Customer Service, Employee Engagement, and Financial Advisory across 3 core areas.

Mathew holds Securities Industry Essentials (SIE) certifications.

Education

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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