Michael Matthews
@michaelmatthews
Experienced Financial Professional with a strong track record of success.
What I'm looking for
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
Registered Annuity Consultant
Tata Consultancy Services
Jun 2022 - Mar 2024 (1 year 9 months)
Spearheaded sales of annuity products, achieving 20-30% year-over-year growth. Conducted comprehensive product training sessions for financial advisors, enhancing their knowledge and confidence in recommending annuity products.
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.
Middle Office Analyst
Wells Fargo
Jul 2018 - Nov 2018 (4 months)
Responsible for reconciling financial soft dollar tabulations through research aggregators and individual brokerage clients. Created detailed reports on soft dollar activity for over 200 clients.
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
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
Availability
Location
Authorized to work in
Job categories
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