Matt Barbera Aif Cpfa

Matt Barbera Aif Cpfa Email and Phone Number

Senior Retirement Consultant OneDigital Retirement; @
Matt Barbera Aif Cpfa's Location
Greater Chicago Area, United States
About Matt Barbera Aif Cpfa

My entire career I have found a balance between business and creativity / art. Classically trained in the finance world from the leading firms in the brokerage industry, my finance career has been focused on Retirement Plan Consulting. I have an extensive background in 401k, 403b, 457b and DB administration, compliance and investments. It is my goal to become a valued partner in providing and implementing retirement plan strategies for institutions. For over 16 years I ran The Playground Improv Theater. My greatest joys in running the theater were building community, developing talent and giving people the space to create their own vision. What drew me to improv is the team dynamic and how as a group we can create something more spectacular together. Improv fundamentals have taught me countless lesson on group dynamics, team building, idea generation and overall creativity. My mission is to support, encourage and challenge the creators of the world, be it in business or the arts, in the attainment of their big goal.I'd love to support you on your journey. Yes And...Let's connect.

Matt Barbera Aif Cpfa's Current Company Details
Veritas Retirement Consultants; OneDigital Retirement

Veritas Retirement Consultants; Onedigital Retirement

Senior Retirement Consultant OneDigital Retirement;
Matt Barbera Aif Cpfa Work Experience Details
  • Veritas Retirement Consultants; Onedigital Retirement
    Investment Advisor Representative
    Veritas Retirement Consultants; Onedigital Retirement Feb 2016 - Present
    Chicago, Illinois, United States
    Retirement Plan Advisor, focused on corporate and non-profit retirement plan market. Advises companies on retirement plan best practices, acts as a co-fiduciary on all plans, works to ensure your employees are retirement ready. Investment Advise offered through Resources Investment Advisors, LLC and SEC-registered Investment Adviser.
  • The Playground Theater
    Board President / Executive Director
    The Playground Theater Nov 2003 - Jan 2020
    Chicago. Il
    Board President of The Playground Improv TheaterProvides oversight for all theater business- finance, marketing, productions, professionalism Created development plan including fundraising, grant writing and general organizational growth initiatives.Playground Productions- leads all Playground Productions and has created and produced: Graffiti Sketch Comedy Showcase- featuring the best in Chicago Sketch Comedy since 2007; Give Me 5 solo Comedy competition; Happy Hour- Solo sketch comedy co- created with Mike (Pat) O'Brien, Paul Thomas and Wendy Mateo; Out Of Character- which takes solo sketch pieces and uses them as the source for an improvised comedy Pilot; ICON; The Tweetlife, a Twitter based improv shows that is featured in The Twittamentary, a Twitter based documentary that has been shown around the world. Co-creator of MOSIC creating opportunities for under represented voices on stage and screen.Contributing member at RECESS Kids Improv- a program designed to bring improv education to kids at schools and provides outreach to Lurie Children'sHospital. RECESS gives kids the opportunity to play in a creative space and to utilize the lessons of improv to build on each others ideas in a creative and supportive environment.Talent and Industry Focus- Showcased Chicago comedy talent for comedy festivals, agents, managers, casting agents and networks. Content Development- working with comedy talent to develop their concepts into plays, web-series, pilots and movies.
  • Arthur J Gallagher
    Client Relationship Consultant
    Arthur J Gallagher Aug 2008 - Feb 2016
    Chicago, Illinois, United States
    VP Sales Retirement Plan Gardner & White.
  • Picaro Media
    Partner - Director Of Talent
    Picaro Media Jan 2012 - Jan 2014
    Picaro Media is a full-service media company. Combining Picaro's capabilities with my experience in the Chicago and National Comedy communities provides an opportunity to build an environment for these talented performers to create. At Picaro it is my role to cultivate talent and to create an environment that allows that talent to grow and create.
  • Just For Laughs
    Program Coordinator
    Just For Laughs Jan 2011 - Feb 2013
    Chicago
    TBS Chicago Just For Laughs Festival Program Coordinator. Leads all Chicago comedy showcases for TBS Just For Laughs. Assists in booking acts and creating shows for the Festival. Created the ALONE showcase, a solo sketch comedy showcase for JFL Chicago that is now included in JFL Montreal.
  • Lolabalatro
    Pr Director
    Lolabalatro Mar 2009 - Jan 2012
    Lead Public Relations for Lola Balatro including Press, Tv, Radio, CD Release, Video Release for LolaBalatro- the world's greatest Rock Comedy Band.
  • Tiaa-Cref
    Managing Consultant Institutional Client Services
    Tiaa-Cref Feb 2002 - Aug 2008
    Field Direct and Mid Market Midwest Consulted with Small to Mid Market (5M-250M) Institutions on Institutional Retirement Plans- Primary Focus educational market and hospitals. Consulted with 50 institutions across the Midwest.Assisted Institutions in Plan Design and Implementation. Extensive work with plan Documents and Plan Amendments with a current emphasis on the new 403b Regulations and the 1/1/09 initiatives.Rolled out new TIAA-CREF products and services, including a new recordkeeping platform, new investment options, auto enroll and advice platform to existing client base.Expanded institutional relationship into asset management / sales opportunities, including Planned Giving, Trust Services and 529 Plans.
  • American United Life
    Retirement Plan Wholesaler
    American United Life Nov 1998 - Dec 2001
    Plan Sales/ Wholesaler401k Retirement Plan Sales for small market plans under 15 Million in AssetsWholesaled to Insurance Agencies, Full Service and Independent Brokerage
  • Cigna
    Retirement Plan Wholesaler
    Cigna Jan 1997 - Dec 1998
    Internal and External Retirement Plan SalesInternal Sales Associate working on developing territories with External Sales in the Brokerage Community. Primary market plans under 25 Million.Conducted Enrollment Meetings at InstitutionsPromoted to External Sales responsible for national coverage of Retirement Plan Sale. Utilized a combination of direct sales and distribution through the brokerage community.
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Jan 1995 - Apr 1996
    Financial Consultant focusing on the Retirement Plan MarketUtilized Retirement Plan sales as leads for individual consulting
  • Smith Barney
    Financial Consultant
    Smith Barney Jan 1993 - Jan 1995

Matt Barbera Aif Cpfa Education Details

  • Indiana State University
    Indiana State University
    Finance
  • Driscoll High School
    Driscoll High School
    College Prep

Frequently Asked Questions about Matt Barbera Aif Cpfa

What company does Matt Barbera Aif Cpfa work for?

Matt Barbera Aif Cpfa works for Veritas Retirement Consultants; Onedigital Retirement

What is Matt Barbera Aif Cpfa's role at the current company?

Matt Barbera Aif Cpfa's current role is Senior Retirement Consultant OneDigital Retirement;.

What schools did Matt Barbera Aif Cpfa attend?

Matt Barbera Aif Cpfa attended Indiana State University, Driscoll High School.

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