Financial Advisor And Financial Center Manager At Barron Financial Services
CurrentPartners with clients to achieve their financial goalsManages a team of advisorsOversees day to day agency operations
Jan 2022 - Present
AeroLeads people directory · profile
Matt Sinclair Email & Phone Number
Financial Advisor and Financial Center Manager at Barron Financial Services
at
PlanMember Securities Corporation
2 work emails found
@planmember.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor and Financial Center Manager at Barron Financial Services
Location
Greater Seattle Area, United States, United States
Company size
Who is Matt Sinclair? Overview
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Quick answer
Matt Sinclair is listed as Financial Advisor and Financial Center Manager at Barron Financial Services at PlanMember Securities Corporation, a company with 75 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at planmember.com and a matched LinkedIn profile for Matt Sinclair.
Matt Sinclair previously worked as RVP, Business Development Officer at Planmember Financial Corporation and Business Development Specialist at Planmember Financial Corporation. Matt Sinclair holds Ba, Economics from University Of Southern California.
Company email context
Email format at PlanMember Securities Corporation
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{first_initial}{last}@planmember.com
89% confidence
AeroLeads found 2 current-domain work email signals for Matt Sinclair. Compare company email patterns before reaching out.
Profile bio
About Matt Sinclair
I am an experienced investment professional committed to helping individuals plan and invest for a secure financial future.I specialize in overcoming barriers to investing, state retirement systems, active portfolio management, legacy planning, diversification, and tax management of employee stock options.Let's get to know each other! There is no one-size-fits-all approach to investing your hard-earned money. It's my job to partner with you to learn about your financial goals and execute a plan to achieve them. --For more than three decades PlanMember Financial Corporation, through its operating subsidiaries, has provided personalized retirement planning and administrative services to public and private sector employers and employees utilizing a broad selection of investment programs. The company is headquartered in Carpinteria, CA.
Listed skills include Powerpoint, Research, Sales, Microsoft Excel, and 15 others.
Current workplace
Matt Sinclair's current company
Company context helps verify the profile and gives searchers a useful next step.
Planmember Securities Corporation
5 roles
Matt Sinclair work experience
A career timeline built from the work history available for this profile.
Rvp, Business Development Officer
Worked an assigned territory to hit and exceed specific securities and insurance sales goals by interacting with key agencies, independent advisers, and employer groupsTrained and mentored Financial Advisors on implementing internal systems, goal setting, and best practicesPerformed certain sales management and supervisory functions as needed
Sep 2016 - Jan 2022
Business Development Specialist
Partnered with Business Development Officers in assigned territories to exceed sales goalsCoached over 150 Financial Advisors in selling managed mutual fund portfolios, fixed/variable annuities, and other investment options on the PlanMember proprietary platform
Apr 2014 - Mar 2017
Customer Support Representative
Developed outstanding adaptability and organizational skills needed to determine urgency of incoming requests, and ensure proper follow-upAwarded for call quality and high productivity multiple times within department
Jun 2012 - Apr 2014
Operations Intern
Researched competitors to prepare client specific plans to decrease shipping costs
May 2010 - Aug 2010
Team & coworkers
Colleagues at PlanMember Securities Corporation
Other employees you can reach at joinplanmember.com. View company contacts for 75 employees →
GF
George Fraunces
Colleague at Planmember Securities Corporation
Scottsdale, Arizona, United States, United States
View →
JW
James Williams
Colleague at Planmember Securities Corporation
Lancaster, Pennsylvania, United States, United States
View →
RC
Robert Christian
Colleague at Planmember Securities Corporation
Washington DC-Baltimore Area, United States
View →
JD
Jake Dai
Colleague at Planmember Securities Corporation
Los Angeles, California, United States, United States
View →
OW
Orrin Webber
Colleague at Planmember Securities Corporation
Kalispell, Montana, United States, United States
View →
MM
Michiel Mchugh
Colleague at Planmember Securities Corporation
Santa Barbara, California, United States, United States
View →
NM
Nila Moore
Colleague at Planmember Securities Corporation
Rio Rancho, New Mexico, United States, United States
View →
OT
Olivia Temple
Colleague at Planmember Securities Corporation
Ventura County, California, United States, United States
View →
RA
Richard Arnold, Chfc®
Colleague at Planmember Securities Corporation
Round Rock, Texas, United States, United States
View →
AZ
Alexander Ziehl
Colleague at Planmember Securities Corporation
Carpinteria, California, United States, United States
View →
George Fraunces
Colleague at Planmember Securities Corporation
Scottsdale, Arizona, United States, United States
View →
JW
James Williams
Colleague at Planmember Securities Corporation
Lancaster, Pennsylvania, United States, United States
View →
RC
Robert Christian
Colleague at Planmember Securities Corporation
Washington DC-Baltimore Area, United States
View →
JD
Jake Dai
Colleague at Planmember Securities Corporation
Los Angeles, California, United States, United States
View →
OW
Orrin Webber
Colleague at Planmember Securities Corporation
Kalispell, Montana, United States, United States
View →
MM
Michiel Mchugh
Colleague at Planmember Securities Corporation
Santa Barbara, California, United States, United States
View →
NM
Nila Moore
Colleague at Planmember Securities Corporation
Rio Rancho, New Mexico, United States, United States
View →
OT
Olivia Temple
Colleague at Planmember Securities Corporation
Ventura County, California, United States, United States
View →
RA
Richard Arnold, Chfc®
Colleague at Planmember Securities Corporation
Round Rock, Texas, United States, United States
View →
AZ
Alexander Ziehl
Colleague at Planmember Securities Corporation
Carpinteria, California, United States, United States
View →
3 education records
Matt Sinclair education
Ba, Economics
Master Of Business Administration (Mba), Management & Organizational Behavior
Associate In Arts, Liberal Arts And Sciences
FAQ
Frequently asked questions about Matt Sinclair
Quick answers generated from the profile data available on this page.
What company does Matt Sinclair work for?
Matt Sinclair works for PlanMember Securities Corporation.
What is Matt Sinclair's role at PlanMember Securities Corporation?
Matt Sinclair is listed as Financial Advisor and Financial Center Manager at Barron Financial Services at PlanMember Securities Corporation.
What is Matt Sinclair's email address?
AeroLeads has found 2 work email signals at @planmember.com for Matt Sinclair at PlanMember Securities Corporation.
Where is Matt Sinclair based?
Matt Sinclair is based in Greater Seattle Area, United States, United States while working with PlanMember Securities Corporation.
What companies has Matt Sinclair worked for?
Matt Sinclair has worked for Planmember Securities Corporation, Planmember Financial Corporation, and Fdsi Logistics.
Who are Matt Sinclair's colleagues at PlanMember Securities Corporation?
Matt Sinclair's colleagues at PlanMember Securities Corporation include George Fraunces, James Williams, Robert Christian, Jake Dai, and Orrin Webber.
How can I contact Matt Sinclair?
You can use AeroLeads to view verified contact signals for Matt Sinclair at PlanMember Securities Corporation, including work email, phone, and LinkedIn data when available.
What schools did Matt Sinclair attend?
Matt Sinclair holds Ba, Economics from University Of Southern California.
What skills is Matt Sinclair known for?
Matt Sinclair is listed with skills including Powerpoint, Research, Sales, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, and Management.
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