Michael MatthewsMM
Open to opportunities

Michael Matthews

@michaelmatthews

Experienced Financial Professional with a strong track record of success.

United States

What I'm looking for

I am looking for a role that allows me to leverage my financial expertise and contribute to an organization's growth while fostering a collaborative and innovative work environment.

I am a highly skilled Financial Professional with extensive experience in managing financial operations and analyzing market trends. My career has been marked by a strong track record of success, particularly in sales and client acquisition. At Tata Consultancy Services, I spearheaded the sales of annuity products, achieving a remarkable 20-30% year-over-year growth in sales. This success not only increased market penetration but also enhanced client acquisition through targeted sales strategies.

My previous role at Primerica as a Registered Investment Adviser allowed me to further develop my skills in revenue generation, where I increased overall sector revenue by 67% through systematic educatory efforts. I pride myself on my ability to communicate complex market forces and fundamentals to clients, ensuring they are well-informed and confident in their financial decisions. My educational background in History from Pfeiffer University complements my analytical skills, providing me with a unique perspective on financial trends and client needs.

Experience

Work history, roles, and key accomplishments

PR

Registered Investment Adviser

Primerica

Sep 2018 - Jun 2022 (3 years 9 months)

Increased overall sector revenue by 67% through systematic educatory efforts in upselling clients and businesses. Developed high efficiency in communicating market forces and fundamentals to clients.

LF

Corporate Compliance Consultant

LPL Financial

Nov 2013 - Nov 2017 (4 years)

Fielded inquiries related to firm-wide standards, researched complex situations, and communicated regulations to Financial Services Professionals effectively.

Education

Degrees, certifications, and relevant coursework

Pfeiffer University logoPU

Pfeiffer University

Bachelor of Arts, History

2005 - 2007

Studied History, focusing on understanding historical events and their impact on contemporary society. Developed critical thinking and analytical skills through extensive research and writing assignments.

Tech stack

Software and tools used professionally

Interested in hiring Michael?

You can contact Michael and 90k+ other talented remote workers on Himalayas.

Message Michael

People also viewed

View all talent

Find your dream job

Sign up now and join over 85,000 remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan
Michael Matthews - Registered Annuity Consultant - Tata Consultancy Services | Himalayas