Matt Nagy Email & Phone Number

Greater Denver Area

Businesses are bombarded with offers on the latest technology, service or application every day. That is why I help my clients make sense of their telecom, card processing, small package shipping and waste disposal services, allowing them to receive independent, objective advice that reduces their expenses by an average of 27-28 percent.My clients include.

Greater Denver Area

• A subsidiary of C-III Capital Partners with a combined $4.6B in assets under management, Resource Real Estate is an experienced leader in alternative real estate and credit investments.
• Promoted to lead non-liquid investment product sales in four states across multiple asset classes and product structures. Effectively managed the smallest company territory nationally to consistently achieve sales in.
• Build and execute business strategies that drive sales not only within my territory but across the country. Expanded average territory sales from $150K to $2.5M per month, with peak months generating up to $10M in.
• Shifted from working exclusively with Tier 1, 2, and 3 Broker-Dealer Firms, to hybrid Broker-Dealer and RIA-based sales. Manage client relationships with regular face-to-face meetings and consistent communication.
• Delivered a major win with one of the largest and most successful Broker-Dealers in the United States, including a $1M sale from their largest group. Coordinated efforts with my Internal partner over three years, to.
• Closed a leading Chicago RIA after securing a successful review and approval from the firm’s Investment Committee. This was the company’s first approval that exceeded more than $1B in assets under management.

Greater Los Angeles Area

• Promoted and moved to an external position to establish and grow relationships with Financial Advisors, and help build the Western Division across 17 states. In the first year, successfully increased sales to take the.
• Conducted sales presentations and seminars for brokers and their clients with up to 500 people in attendance. Built a reputation for getting dollar commitments with top producers at new Broker-Dealer client accounts.
• Served as Subject Matter Expert on illiquid partnership sales with a focus on high-net-worth individuals.
• Developed business best practices for Financial Advisors to effectively attract millennial clients, drive sales, and grow their businesses.

Greater Philadelphia Area

• Prospected across the country with Financial Advisor clients for limited partnerships through cold calling and email marketing campaigns. Successfully supported the sales cycle and maintained a full calendar for my.

Conshohocken, PA

• A leader in diversified financial services, Ameriprise Financial serves over 2 million individual, business, and institutional clients and has more than $875B in assets under management.
• Worked with individuals and families to provide comprehensive financial plans that realized their financial goals. Conducted educational lunches and seminars on financial planning topics to prospect for new clients.