Matthew Daniels Email & Phone Number

Troy, Mi

Greater Detroit Area

Build and maintain productive and long term working relationships with retirement plan advisors to achieve sales goals; provide ongoing support for plan advisor value propositions and service delivery models; effectively position our flexible service offering to assist advisors in eliminating administrative burdens and fiduciary risks for plan sponsors; establish long-term working partnerships and relationships with The Standard’s service and operational support personnel; develop new sources of business, promote additional products and demonstrate product expertise and knowledge of competition in order to increase sales.

Greater Detroit Area

LoVasco Consulting Group is an insurance, employee benefits, and retirement planning agency. Individuals, families, and businesses trust our expert guidance to develop sustainable solutions that address today’s needs, as well as the needs of the next generation. Our firm represents the next chapter of a legacy that began in 1956—a legacy that has been committed to offering professional guidance that extends beyond the purchase of a product to include every aspect of our clients’ personal and professional financial aspirations. It is our goal to continually expand and distinguish the services we provide, while exceeding client expectations with innovative solutions.

Southfield Mi

Clarkston Mi

Developed presentations and training material for use with internal employees and external clientsMaintain the tracking of all goals for the Retirement Consultant teamParticipate in committees geared toward process improvement and improving the client experienceLead innovative approach to foster a deeper relationship between the Retirement Consultant and the Investment TeamConduct presentations and market briefings to Investment Committees, owners and trustees.Analyze data to determine if a companies 401(k) plan is in compliance and meeting current testing regulations

Farmington Hills Mi

Managed large and diverse client portfolios, using stocks, bonds, mutual funds, alternative investments and insuranceDeveloped financial plans for individuals and businesses, crafting a strategy to help them exceed their goalsImplemented and managed retirement plans for small to medium size businessesStreamlined investment process and portfolio managementCreated and maintained portfolio platform, using back testing, stress testing, and forward looking analysisManaged rapport and communication with a diverse client base, creating high client loyaltySpearheaded several client marketing campaigns that generated new clients, new assets and new opportunities

Developed, implemented and participated as a mentor in BNC Mentor Training ProgramParticipated as committee member for sales and operations integration and new product developmentConducted presentations to individual as well as a large audience. Monthly presentations and reports to senior managementInvolved in strategic planning, development and management of multi county territoryOversaw all aspects of loan production of my team, from sales and price negotiating to underwriting and final fundingBuilt client territory from the ground up, using cold calling, cold walking and developing a loyal referral network

Bachelor Of Science Business Administration, Finance

Developed and launched a non profit foundation aimed at helping small government agencies with the identification and proposal generation.

Education record

Activities and Societies: Varsity Football (Team Captain Junior & Senior Year) Varsity Basketball Varsity Track Senior Class Vice President