Matt Falvey, Cpd

Matt Falvey, Cpd Email and Phone Number

Senior Business Growth Consultant @ Solutions 21
Wilmington, NC, US
Matt Falvey, Cpd's Location
Wilmington, North Carolina, United States, United States
Matt Falvey, Cpd's Contact Details

Matt Falvey, Cpd personal email

Matt Falvey, Cpd phone numbers

About Matt Falvey, Cpd

Contact Email: mattfalvey70@gmail.comPhone: 717-577-6135Web: https://arcodb.com/1993 to 1997: Leadership and Strategic Thinking as a Platoon Leader and Captain with the U.S. Army, 82nd Airborne Division- 1997 to 2002: Marketing, Relationship Development, Strategic Account Selling to physicians, tertiary care and teaching hospitals.- 2002 to Present: Equiping investors to navigate the ever changing landscape of the financial markets by using a Multi-Manager and Multi-Strategy approach to portfolio construction. Constructs portfolios primarily utilizing academic research endorsed by nobel laureates.Specialties: Portfolio Managment (with No-Load Mutual Funds)

Matt Falvey, Cpd's Current Company Details
Solutions 21

Solutions 21

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Senior Business Growth Consultant
Wilmington, NC, US
Website:
solutions21.com
Employees:
39
Matt Falvey, Cpd Work Experience Details
  • Solutions 21
    Senior Business Growth Consultant
    Solutions 21
    Wilmington, Nc, Us
  • Arco Design/Build
    Director
    Arco Design/Build Sep 2023 - Present
    Atlanta, Georgia, Us
  • Warehaus
    Business Development Director
    Warehaus Nov 2019 - Sep 2023
    York, Pa, Us
    Accountable for growing and developing qualifying leads for Warehaus in the regional territory through client relationship management, market positioning and sales. Responsibilities Include:• Strategically identifying sales opportunities in identified market areas• Pursuing leads for new projects & filling the pipeline• Cultivating relationships with key client decision makers• Managing client relationships• Tracking progress and success of BD efforts• Collaborating with department directors• Promoting Warehaus to potential clients for its services and expertise• Building and maintaining a network of contacts and relationships with businesses, consultants, contractors, developers, etc.• Attending networking events, trade shows, industry seminars, etc.
  • Rich Investments, Inc.
    Chief Investment Officer
    Rich Investments, Inc. Sep 2002 - Feb 2020
    Contact Email: mfalvey@richinvest.comPhone: 1-800-290-7424Web: www.richinvest.comManaging Partner and Chief Investment Officer• Responsible for managing, evaluating, and monitoring investment portfolios comprised of global bonds, equities, and other securities. Reviews investment strategies, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rates of returns.• Identifies client goals and develops personalized investment strategies that will attain and support those objectives with acceptable risk. Considers legal and tax impact of investment decisions.• Studies and monitors investment performance and trends that may impact clients’ portfolios and ability to reach their long-term goals.
  • Schering-Plough/Key Acs
    Biotech Cardiovascular Medical Center Specialist
    Schering-Plough/Key Acs Sep 2000 - Sep 2002
    Responsible for appropriately promoting and increasing the sales volume of Integrilin in Percutaneous Coronary Interventions and Acute Coronary Syndromes (ACS) by liaising with major health care and teaching institutions, Interventional and Clinical Cardiologists, Hospital Administrators, Emergency Medicine Physicians, Clinical Pharmacists, and Nurses.
  • Pfizer Pharmaceuticals
    Healthcare Representative
    Pfizer Pharmaceuticals Nov 1997 - Sep 2000
    New York, New York, Us
    Responsible for developing and maintaining high sales volumes and promoting the appropriate use of six Pfizer pharmaceutical products (Celebrex, Trovan, Zyrtec, Diflucan, Aricept and Zoloft) to healthcare providers and institutions in Baltimore, MD.
  • 82Nd Airborne Division, U.S. Army
    Platoon Leader
    82Nd Airborne Division, U.S. Army Jun 1993 - Jun 1997
    Fort Bragg, Nc, Us
    Responsible for the combat readiness and 18 hour deployability of assigned personnel and equipment which provided medical treatment and evacuation to 2nd Brigade and 1st/325 AIR, 82nd Airborne Division. Coordinated the use of ground and aeromedical evacuation assets to provide continuous health service support to paratroopers. Planned, conducted and evaluated the training of assigned paratroopers.

Matt Falvey, Cpd Skills

Investments Mutual Funds Leadership Portfolio Management Management Alternative Investments Marketing Investment Strategies Investment Advisory Finance 401k Retirement Planning Sales Asset Management Investment Management Financial Analysis Risk Management Asset Managment Estate Planning Etfs Employee Benefits Wealth Insurance Asset Allocation 401k Rollovers Strategic Financial Planning Hedge Funds Life Insurance Small Business Due Diligence Wealth Management Stocks Financial Planning Financial Markets Retirement High Net Worth Individuals Business 401 Retirement Savings Plans

Matt Falvey, Cpd Education Details

  • Mount St. Mary'S University
    Mount St. Mary'S University
    Business And Finance
  • Valley Forge Military Academy & College
    Valley Forge Military Academy & College
    Liberal Arts/Army Rotc
  • York Catholic High School, York, Pa
    York Catholic High School, York, Pa
    High School Diploma

Frequently Asked Questions about Matt Falvey, Cpd

What company does Matt Falvey, Cpd work for?

Matt Falvey, Cpd works for Solutions 21

What is Matt Falvey, Cpd's role at the current company?

Matt Falvey, Cpd's current role is Senior Business Growth Consultant.

What is Matt Falvey, Cpd's email address?

Matt Falvey, Cpd's email address is ma****@****zer.com

What is Matt Falvey, Cpd's direct phone number?

Matt Falvey, Cpd's direct phone number is (800) 290*****

What schools did Matt Falvey, Cpd attend?

Matt Falvey, Cpd attended Mount St. Mary's University, Valley Forge Military Academy & College, York Catholic High School, York, Pa.

What are some of Matt Falvey, Cpd's interests?

Matt Falvey, Cpd has interest in Www, Dynamic Investment Management, Danielbelezabjj, Wife And 3 Kids, Clients And Their Interests, Studying Leadership, Brown Belt In Brazilian Jiu Jitsu, Com/brazilian Jiu Jitsu York Pa, Steeler Football, Penn State Football.

What skills is Matt Falvey, Cpd known for?

Matt Falvey, Cpd has skills like Investments, Mutual Funds, Leadership, Portfolio Management, Management, Alternative Investments, Marketing, Investment Strategies, Investment Advisory, Finance, 401k, Retirement Planning.

Who are Matt Falvey, Cpd's colleagues?

Matt Falvey, Cpd's colleagues are Margie Banach, Michelle Cerqua, Joe Brown, Ankit Ankit, Jason Davis, Terry Matz, Jamie Peer.

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