Operations Coordinator
CurrentWorking with a financial planning and investment management team focused on serving and helping clients plan and protect their financial future.
Apr 2024 - Present
AeroLeads people directory · profile
Matthew Conley Email & Phone Number
Operations Coordinator
at
Colorado Wealth Group
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Operations Coordinator
Location
Denver, Colorado, United States
Who is Matthew Conley? Overview
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Quick answer
Matthew Conley is listed as Operations Coordinator at Colorado Wealth Group, based in Denver, Colorado, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Matthew Conley.
Matthew Conley previously worked as Financial Advisor at Merrill Lynch and Workplace Planning Consultant at Fidelity Investments. Matthew Conley holds Bachelor'S Of Business Administration, Finance, General, Certificate In Business Law And Ethics from University Of Cincinnati.
Company email context
Email format at Colorado Wealth Group
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{first}.{last}@fidelity.com
86% confidence
AeroLeads found 1 current-domain work email signal for Matthew Conley. Compare company email patterns before reaching out.
Profile bio
About Matthew Conley
Driven by passion, data and personal relationships. Helping clients achieve their life goals, navigate the unknown & plan for the unexpected. University of Cincinnati Alumni. Series 7 and 66 licensed. My personal email is mattconley6@gmail.com if you need to reach out.
Current workplace
Matthew Conley's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Matthew Conley work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Help clients invest and plan for big expenses, change of lifestyles and retirement however they see fit. Unlock the keys they need to live the life they envision by a tailored and customized approached based on their unique circumstances.
Nov 2022 - Apr 2024
Workplace Planning Consultant
Help clients plan and assess their current situation with regards to retirement, 401(k) planning and implementing investments personally tailored to their unique, specific situation.
Jan 2022 - Oct 2022
Aug 2021 - Jan 2022
Financial Reporting Accountant
Help with monthly closes, bank reconciliations, quarterly reports and earnings report. Complete other various tasks as assigned.
Aug 2019 - Dec 2019
3 education records
Matthew Conley education
Bachelor'S Of Business Administration, Finance, General, Certificate In Business Law And Ethics
University Of Cincinnati
Bachelor'S Degree, Finance, General
University Of Cincinnati
Finance, General
University Of Cincinnati Carl H. Lindner College Of Business
FAQ
Frequently asked questions about Matthew Conley
Quick answers generated from the profile data available on this page.
What company does Matthew Conley work for?
Matthew Conley works for Colorado Wealth Group.
What is Matthew Conley's role at Colorado Wealth Group?
Matthew Conley is listed as Operations Coordinator at Colorado Wealth Group.
What is Matthew Conley's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Matthew Conley at Colorado Wealth Group.
Where is Matthew Conley based?
Matthew Conley is based in Denver, Colorado, United States while working with Colorado Wealth Group.
What companies has Matthew Conley worked for?
Matthew Conley has worked for Colorado Wealth Group, Merrill Lynch, Fidelity Investments, and Cincinnati Bell.
How can I contact Matthew Conley?
You can use AeroLeads to view verified contact signals for Matthew Conley at Colorado Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Matthew Conley attend?
Matthew Conley holds Bachelor'S Of Business Administration, Finance, General, Certificate In Business Law And Ethics from University Of Cincinnati.
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