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Matthew Broadley Email & Phone Number
Portfolio Onboarding Specialist @ Natixis IM | Registered Representative, Series 24
at
Natixis Investment Managers
1 work email found
@firstrepublic.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Onboarding Specialist @ Natixis IM | Registered Representative, Series 24
Location
Boston, Massachusetts, United States
Company size
Who is Matthew Broadley? Overview
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Quick answer
Matthew Broadley is listed as Portfolio Onboarding Specialist @ Natixis IM | Registered Representative, Series 24 at Natixis Investment Managers, a with 1916 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at firstrepublic.com and a matched LinkedIn profile for Matthew Broadley.
Matthew Broadley previously worked as Portfolio Onboarding Specialist at Natixis Investment Managers and Advisor Onboarding Lead at J.P. Morgan. Matthew Broadley holds Bachelor’S Degree, Finance from Roger Williams University.
Company email context
Email format at Natixis Investment Managers
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{first_initial}{last}@firstrepublic.com
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AeroLeads found 1 current-domain work email signal for Matthew Broadley. Compare company email patterns before reaching out.
Profile bio
About Matthew Broadley
With a solid foundation in FINRA regulations and a commitment to enhancing the onboarding experience, my role at Natixis Investment Managers revolves around streamlining processes for financial advisors. Collaborative problem solving and strong interpersonal skills underpin my approach, ensuring a seamless transition for advisors into our ecosystem.Previously at J.P. Morgan, I was apart of the advisor onboarding team, where my robust organizational skills significantly contributed to optimizing advisor satisfaction and operational efficiency. Our team's efforts consistently supported the firm's high standards for client and advisor service, reinforcing its esteemed reputation in the financial industry.
Listed skills include Microsoft Excel, Powerpoint, Microsoft Word, Leadership, and 14 others.
Current workplace
Matthew Broadley's current company
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Natixis Investment Managers
9 roles
Matthew Broadley work experience
A career timeline built from the work history available for this profile.
Portfolio Onboarding Specialist
Current
Oct 2024 - Present
Advisor Onboarding Lead
Aug 2023 - Jul 2024
Senior Advisor Onboarding Associate - Team Lead
Feb 2022 - Aug 2023
Advisor Onboarding Associate
Apr 2020 - Feb 2022
Retirement Brokerage Associate
Oct 2018 - Apr 2019
Financial Associate
Oct 2017 - Oct 2018
Student Fund Manager/ Equity Analyst
Center For Advanced Financial Education
- Selected as one of ten students to create and manage two real dollar portfolios, each valued at upwards of $100,000.- Used technical, behavioral and fundamental analysis to determine which directions both the market as well as individual stocks were heading.- Conducted research and analysis of domestic and international markets using Bloomberg terminals and the Quodd Equity program.
Sep 2016 - Jan 2017
Project Manager'S Assistant
Trask Development
Helped Project manager stay on and assist with tasks Support contractors to maintain consistant productionOrganized materials and inventory countSome landscaping and miscellaneous jobs on site
May 2013 - Aug 2014
2 education records
Matthew Broadley education
Bachelor’S Degree, Finance
Roger Williams University
Education record
Tyngsboro High School
FAQ
Frequently asked questions about Matthew Broadley
Quick answers generated from the profile data available on this page.
What company does Matthew Broadley work for?
Matthew Broadley works for Natixis Investment Managers.
What is Matthew Broadley's role at Natixis Investment Managers?
Matthew Broadley is listed as Portfolio Onboarding Specialist @ Natixis IM | Registered Representative, Series 24 at Natixis Investment Managers.
What is Matthew Broadley's email address?
AeroLeads has found 1 work email signal at @firstrepublic.com for Matthew Broadley at Natixis Investment Managers.
Where is Matthew Broadley based?
Matthew Broadley is based in Boston, Massachusetts, United States while working with Natixis Investment Managers.
What companies has Matthew Broadley worked for?
Matthew Broadley has worked for Natixis Investment Managers, J.P. Morgan, First Republic Private Wealth Management, Fidelity Investments, and Center For Advanced Financial Education.
How can I contact Matthew Broadley?
You can use AeroLeads to view verified contact signals for Matthew Broadley at Natixis Investment Managers, including work email, phone, and LinkedIn data when available.
What schools did Matthew Broadley attend?
Matthew Broadley holds Bachelor’S Degree, Finance from Roger Williams University.
What skills is Matthew Broadley known for?
Matthew Broadley is listed with skills including Microsoft Excel, Powerpoint, Microsoft Word, Leadership, Inventory Management, Teamwork, Microsoft Office, and Customer Service.
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