Matthew Caison
Invest Operations Analyst @Acorns
Fayetteville, NC, US
EMAILS
m••••••@acorns.com
MOBILE NUMBERS
+19•••••••46
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WORK HISTORY
Mar 2024 — Present
Invest Operations Analyst @Acorns
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EDUCATION
2005 — 2010
University of North Carolina at Chapel Hill
Bachelor's Degree
SKILLS
Knowledge of Various Investment and Financial Products401kBusiness Retirement PlansSuccession PlanningRetirement Income StrategiesWealth Transfer and Estate Planning StrategiesRelationship ManagementLong and Near Term Investment PlanningRetirement Plan Rollovers
ABOUT MATTHEW CAISON
Invest Operations Analyst at Acorns
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