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Matthew Collier Email & Phone Number

Director - South Atlantic and Southeast Leader and Wealth and Asset Management Solutions at Charles Schwab
Location: Greater Philadelphia, United States, United States 6 work roles 1 school
1 work email found @blackrock.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Charles Schwab
Role
Director - South Atlantic and Southeast Leader and Wealth and Asset Management Solutions
Location
Greater Philadelphia, United States, United States
Company size
33019 employees

Who is Matthew Collier? Overview

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Quick answer

Matthew Collier is listed as Director - South Atlantic and Southeast Leader and Wealth and Asset Management Solutions at Charles Schwab, a company with 33019 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at blackrock.com and a matched LinkedIn profile for Matthew Collier.

Matthew Collier previously worked as Director - Schwab Wealth Advisory at Charles Schwab and Vice President, Internal Sales Desk Manager at Blackrock. Matthew Collier holds Bachelor'S Degree, Computer Science from Franklin Pierce University.

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Email format at Charles Schwab

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{first}.{last}@blackrock.com
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Profile bio

About Matthew Collier

Financial Sales & Strategic Leader with a history of simultaneous responsibility of managing multiple teams across the country at Merrill Lynch, BlackRock and Charles Schwab -- most specifically with Wealth Management, Managed Products, Open End Mutual Funds, Closed End Funds IPOs, ETFs and Alternatives. Strong sales & strategic background include being a consistent front-line producer as a Financial Advisor & External Wholesaler. I also have over 10 years of direct leadership roles (Series 9/10 & Series 24) where I take pride in creating team culture, delivering business goals and developing talent.

Listed skills include Equities, Series 7, Finance, Fixed Income, and 15 others.

Current workplace

Matthew Collier's current company

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Charles Schwab
Charles Schwab
Director - South Atlantic and Southeast Leader and Wealth and Asset Management Solutions
Philadelphia, PA, US
Website
schwab.com
Employees
33019
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6 roles · 21 years

Matthew Collier work experience

A career timeline built from the work history available for this profile.

Director - South Atlantic And Southeast Leader And Wealth And Asset Management Solutions

Charles Schwab

Philadelphia, PA, US

Director - Schwab Wealth Advisory

Current
Charles Schwab

Westlake, Texas, US

Schwab Wealth & Asset Management Solutions is the asset management arm of Charles Schwab. Our organization provides clients guidance & education through investment research and financial planning support. We manage a $2.6 trillion platform that allows investors to implement that guidance by selecting among thousands of investment products.In my role I work.

Nov 2022 - Present

Vice President, Internal Sales Desk Manager

Blackrock

New York, NY, US

Responsible for leading two teams of ~15-20 members in Princeton NJ & Atlanta Georgia. Teams partner with Wirehouse, RIAs, & Independent Financial Advisors to build better client portfolios using BlackRock Mutual Funds, ETFs, Models, Closed End Funds, and Alternative InvestmentsCoaching and developing individuals with a career path of client facing sales.

2018 - 2022 ~4 yrs

Vice President, Division Sales Manager

Merrill Edge

Responsible for day-to-day sales leadership and management of 11 Team Managers & approximately 150 Financial Advisors located across Hopewell NJ, Jacksonville FL, Chandler AZ, Rolling Meadows IL, Hunt Valley MD Continuously improved conversion and retention of clients through new business strategies and successful implementation while ensuring all.

2014 - 2018 ~4 yrs

Vice President, Team Manager

Merrill Edge

Lead Advisor for proactive advice delivery & prospect conversion teams. Core responsibilities included leading/managing between 10 - 20 licensed Financial Advisor Teams based in Hopewell, NJ while accountable for sales goals that included Transactional Revenue, New Money, Retention of Clients, Assets Under Management, Client Satisfaction, Cross Selling.

2009 - 2014 ~5 yrs

Financial Advisor

Merrill Lynch

New York, NY, US

Provided investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of Merrill's wealth management tools. Deepened relationships with existing client base and partnered closely with internal team members.

2005 - 2009 ~4 yrs
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 33019 employees →

RR Robert Rota Robert Rota Colleague at Charles SchwabPlano, Texas, United States, United States View → JW Jamie Wecker Jamie Wecker Colleague at Charles SchwabEnglewood, Colorado, United States, United States View → KS Kayla Samples Kayla Samples Colleague at Charles SchwabDuncanville, Texas, United States, United States View → KM Kimberly Mae Alon Kimberly Mae Alon Colleague at Charles SchwabFort Worth, Texas, United States, United States View → RD Royal Dias Royal Dias Colleague at Charles SchwabDallas, Texas, United States, United States View → GG Gary Guan Gary Guan Colleague at Charles SchwabFremont, California, United States, United States View → JK Julie Kaczmarek Julie Kaczmarek Colleague at Charles SchwabSeville, Ohio, United States, United States View → SK Sai Kowshik Gudavalli Sai Kowshik Gudavalli Colleague at Charles SchwabDenton, Texas, United States, United States View → GP Giorgi Petriashvili Giorgi Petriashvili Colleague at Charles SchwabBrooklyn, New York, United States, United States View → RA Rebecca A. Acevedo Rebecca A. Acevedo Colleague at Charles SchwabOrlando, Florida, United States, United States View →
1 education record

Matthew Collier education

  • Franklin Pierce University
    Franklin Pierce University
    Computer Science
FAQ

Frequently asked questions about Matthew Collier

Quick answers generated from the profile data available on this page.

What company does Matthew Collier work for?

Matthew Collier works for Charles Schwab.

What is Matthew Collier's role at Charles Schwab?

Matthew Collier is listed as Director - South Atlantic and Southeast Leader and Wealth and Asset Management Solutions at Charles Schwab.

What is Matthew Collier's email address?

AeroLeads has found 1 work email signal at @blackrock.com for Matthew Collier at Charles Schwab.

Where is Matthew Collier based?

Matthew Collier is based in Greater Philadelphia, United States, United States while working with Charles Schwab.

What companies has Matthew Collier worked for?

Matthew Collier has worked for Charles Schwab, Blackrock, Merrill Edge, and Merrill Lynch.

Who are Matthew Collier's colleagues at Charles Schwab?

Matthew Collier's colleagues at Charles Schwab include Robert Rota, Jamie Wecker, Kayla Samples, Kimberly Mae Alon, and Royal Dias.

How can I contact Matthew Collier?

You can use AeroLeads to view verified contact signals for Matthew Collier at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Matthew Collier attend?

Matthew Collier holds Bachelor'S Degree, Computer Science from Franklin Pierce University.

What skills is Matthew Collier known for?

Matthew Collier is listed with skills including Equities, Series 7, Finance, Fixed Income, Portfolio Management, Financial Services, Retirement Planning, and Uniform Combined State Law.

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