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
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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 August 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
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 with 75 employees, based in Greater Seattle Area, 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
This section adds company-level context without repeating Matt Sinclair's masked contact details.
{first_initial}{last}@planmember.com
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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 →
RA
Richard Arnold, Chfc®
Colleague at Planmember Securities CorporationRound Rock, Texas, United States
View →
JD
Jake Dai
Colleague at Planmember Securities CorporationLos Angeles, California, United States
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RC
Roger Correa
Colleague at Planmember Securities CorporationMcallen, Texas, United States
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JH
Jeff Heller
Colleague at Planmember Securities CorporationCarpinteria, California, United States
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TG
Tracy Gillette,Cfp Plan Today For Your Tomorrow
Colleague at Planmember Securities CorporationGreater Tampa Bay Area, United States
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OT
Olivia Temple
Colleague at Planmember Securities CorporationVentura County, California, United States
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HW
Henry Whitney, Cfa®
Colleague at Planmember Securities CorporationSanta Barbara, California, United States
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KD
Kenneth Donnelly
Colleague at Planmember Securities CorporationWestminster, California, United States
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EU
Ella Udlock
Colleague at Planmember Securities CorporationSanta Barbara, California, United States
View →
JV
Juan Viveros
Colleague at Planmember Securities CorporationCamarillo, California, United States
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Richard Arnold, Chfc®
Colleague at Planmember Securities CorporationRound Rock, Texas, United States
View →
JD
Jake Dai
Colleague at Planmember Securities CorporationLos Angeles, California, United States
View →
RC
Roger Correa
Colleague at Planmember Securities CorporationMcallen, Texas, United States
View →
JH
Jeff Heller
Colleague at Planmember Securities CorporationCarpinteria, California, United States
View →
TG
Tracy Gillette,Cfp Plan Today For Your Tomorrow
Colleague at Planmember Securities CorporationGreater Tampa Bay Area, United States
View →
OT
Olivia Temple
Colleague at Planmember Securities CorporationVentura County, California, United States
View →
HW
Henry Whitney, Cfa®
Colleague at Planmember Securities CorporationSanta Barbara, California, United States
View →
KD
Kenneth Donnelly
Colleague at Planmember Securities CorporationWestminster, California, United States
View →
EU
Ella Udlock
Colleague at Planmember Securities CorporationSanta Barbara, California, United States
View →
JV
Juan Viveros
Colleague at Planmember Securities CorporationCamarillo, California, 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 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 Richard Arnold, Chfc®, Jake Dai, Roger Correa, Jeff Heller, and Tracy Gillette,Cfp Plan Today For Your Tomorrow.
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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