Matthew Caison
Invest Operations Analyst at Acorns
- Role
- Invest Operations Analyst at Acorns
- Location
- Fayetteville, NC, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Invest Operations Analyst
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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