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Matthew Creer Email & Phone Number
Client Relationship Manager and Portfolio Admin and Research Analyst
at
Mitchell Anthony Capital Management
1 work email found
@usbank.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager and Portfolio Admin and Research Analyst
Location
Salt Lake City Metropolitan Area, United States
Company size
Who is Matthew Creer? Overview
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Quick answer
Matthew Creer is listed as Client Relationship Manager and Portfolio Admin and Research Analyst at Mitchell Anthony Capital Management, a with 1 employees, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a work email signal at usbank.com and a matched LinkedIn profile for Matthew Creer.
Matthew Creer previously worked as Staff Accountant at Sizzling Platter, Llc and Accounting Manager at Waldorf Astoria Park City. Matthew Creer holds Master Of Business Administration - Mba, Finance from Utah Valley University.
Company email context
Email format at Mitchell Anthony Capital Management
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{first}.{last}@usbank.com
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AeroLeads found 1 current-domain work email signal for Matthew Creer. Compare company email patterns before reaching out.
Profile bio
About Matthew Creer
Recent finance graduate that is detail-oriented and has professional experience in sales, and the financial industry. Exceptional ability to work collaboratively with clients to use problem solving to address their needs. • Teamwork – Developed ability to work with a team environment playing baseball on championship level in high, continuing into college as a pitcher and first baseman. This translates to the professional workplace where you work to make sure everyone is aligned to achieve a common goal.• Fast-Paced Work Environment – Proven multitasking and time management skills at my prior experience at E*Trade at elite status solving client issues in less than six minutes where the benchmark was eight minutes. Also, in my current role with Mirador, • Communication Skills- Developed strong skills for in-person and written communications through in-depth client exposure and constant work with team members. Excellent understanding of financial literacy through experience and passing the SIE.Certifications:Securities Industry Essentials (SIE) examNationwide Mortgage Licensing System (NMLS)
Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 4 others.
Current workplace
Matthew Creer's current company
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Mitchell Anthony Capital Management
8 roles
Matthew Creer work experience
A career timeline built from the work history available for this profile.
Staff Accountant
Oct 2023 - Oct 2024
Accounting Manager
May 2023 - Oct 2023
Reporting Analyst
Jun 2022 - May 2023
Client Relationship Consultant
• Executed transactions, processed, and create applications for lending while constantly striving to improve clients overall banking experience.• Generated pipeline for loans and leads and exceeded target goal for loans.• Ensured accuracy and extreme attention to detail. Accomplished that by ensuring loans didn’t come back and cash box was perfectly in balance each day.• Completed the Nationwide Mortgage Licensing System (NMLS) certification.
Sep 2021 - May 2022
Associate Financial Service Representative
• Assisted clients with account issues focusing on creating a positive customer experience with brokerage.• Developed customer relations and sales skills working directly with clients.• Acquired experience working with Financial Industry Regulatory Authority (FINRA), successfully passing the Securities Industry Essentials (SIE) licensing exam.• Generated leads pipeline to funnel into Financial Consultants for continued cultivation of opportunities.• Earned the New Hire award given employees that are the most promising to succeed.
Nov 2020 - Sep 2021
Apr 2013 - Nov 2020
Sales Representative
• Acquired listening skills working directly with clients to generate and close sales opportunities from incoming calls.• Exceeded sales metrics to be a top performer, ranking in the top 15% for revenue generated on a weekly basis after completion of onboarding training.• Endeavored to work jointly in a team environment to assist in the closing of sales opportunities.• Promoted customer-centric focus within sales team.
Jun 2018 - May 2019
4 education records
Matthew Creer education
Master Of Business Administration - Mba, Finance
Bachelor Of Applied Science - Basc, Finance
General Studies
High School Diploma
FAQ
Frequently asked questions about Matthew Creer
Quick answers generated from the profile data available on this page.
What company does Matthew Creer work for?
Matthew Creer works for Mitchell Anthony Capital Management.
What is Matthew Creer's role at Mitchell Anthony Capital Management?
Matthew Creer is listed as Client Relationship Manager and Portfolio Admin and Research Analyst at Mitchell Anthony Capital Management.
What is Matthew Creer's email address?
AeroLeads has found 1 work email signal at @usbank.com for Matthew Creer at Mitchell Anthony Capital Management.
Where is Matthew Creer based?
Matthew Creer is based in Salt Lake City Metropolitan Area, United States while working with Mitchell Anthony Capital Management.
What companies has Matthew Creer worked for?
Matthew Creer has worked for Mitchell Anthony Capital Management, Sizzling Platter, Llc, Waldorf Astoria Park City, Mirador, Inc., and U.S. Bank.
Who are Matthew Creer's colleagues at Mitchell Anthony Capital Management?
Matthew Creer's colleagues at Mitchell Anthony Capital Management include Mitchell Anthony Capital Management.
How can I contact Matthew Creer?
You can use AeroLeads to view verified contact signals for Matthew Creer at Mitchell Anthony Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Matthew Creer attend?
Matthew Creer holds Master Of Business Administration - Mba, Finance from Utah Valley University.
What skills is Matthew Creer known for?
Matthew Creer is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, Microsoft Excel, Customer Service, Sales, and Microsoft Powerpoint.
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