M

Matt McPherson's
email & phone

Current Position:

Investment Product Analyst at Edelman Financial Engines

Experience:

17 years

Location:

Greater Richmond Region, United States

How to contact Matt McPherson

emailm********m@edelmanfinancialengines.com
phone+1-***-***-7303
skype
google+

Work Experience

Investment Product Analyst at Edelman Financial Engines

Sep 2017 - Current

Senior Investment Transition Partner at LPL Financial

Jan 2015 - Sep 2017

Manager, Operations at LPL Financial

Jan 2013 - Jan 2015

Supervisor, Performance and Data Reconciliation at LPL Financial

Jan 2011 - Jan 2013

Senior Specialist, Mutual Fund Operations at LPL Financial

Jan 2009 - Jan 2011

Specialist, Alternative Investments at LPL Financial

Jan 2008 - Jan 2009

According to LinkedIn Matt McPherson started working on 2008, then the employee has changed 1 company and 5 jobs. On average, Matt McPherson works for one company for 3 years.

Education

Master of Business Administration (MBA) at Radford University - College of Business and Economics

Bachelor's Degree at Radford University

Lindenwood University

Current Company Information Edelman Financial Engines

Name: Edelman Financial Engines

Speciality: Investment Management, Retirement Planning, Financial Planning, Tax Planning, 401(k), 401(k) Rollovers, Roth IRA, Estate Planning, Insurance Guidance, IRAs, Wealth Planning, Wealth Management, Fiduciary, RIA

Location: Santa Clara, California, United States

Employees: 1000-5000

Description: Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting....

Frequently Asked Questions

What is Matt McPherson's minimum period of employment in the companies?

Matt McPherson's minimum period of employment in various companies is 1 year.

What is Matt McPherson's average duration of employment for different companies?

On average, Matt McPherson works for one company for 1 year 11 months

What industries has Matt McPherson worked in?

Matt McPherson works in the Financial Services.

What positions has Matt McPherson held before?

Previously, Matt McPherson worked as a Senior Investment Transition Partner, and Manager, Operations, and Supervisor, Performance and Data Reconciliation, and Senior Specialist, Mutual Fund Operations, and Specialist, Alternative Investments.

How do I contact Matt McPherson?

Matt McPherson's email address is m********m@edelmanfinancialengines.com, phone number is +1-***-***-7303. Sign up to get contact details.

Who is the President & CEO of the Edelman Financial Engines?

The President & CEO of the Edelman Financial Engines is Lawrence Raffone

Who are Matt McPherson's peers at other companies?

Matt McPherson's peers at other companies are Bridget Bingham and Jenna Woods and Koji Peters
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Matt McPherson Namesakes

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Senior Energy Consultant
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Senior Business Operations Consultant
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Patient Access Director
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Katall
Co-Founder & CTO
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Bakken Energy Partners, LLC
Managing Member
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People Driven Technology, Inc
Chief Technology Officer
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London Stock Exchange Group (LSEG)
Head Of Business Development, APAC

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