Matthew Caison

Invest Operations Analyst at Acorns

Role
Invest Operations Analyst at Acorns
Location
Fayetteville, NC, US
LinkedIn followers
500 followers

Experience

  1. Invest Operations Analyst

    Acorns

    Mar 2024 — Present

Education

  • University of North Carolina at Chapel Hill

    Bachelor's Degree

    2005 — 2010

Skills

  • Knowledge of Various Investment and Financial Products
  • 401k
  • Business Retirement Plans
  • Succession Planning
  • Retirement Income Strategies
  • Wealth Transfer and Estate Planning Strategies
  • Relationship Management
  • Long and Near Term Investment Planning
  • Retirement Plan Rollovers

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