Matthew Macdonald Email & Phone Number

As an experienced Investment Sales Director I work closely with independent advisors to help them grow their business. When I first meet an advisor the first question I often receive is how am I going to help them, and I love when I get this question!! Whether it involves training those new to the business or assisting with portfolio construction for some of the most experienced advisors in the industry, I'm there to help. As an industry professional I am knowledgeable, experienced, responsive, and accessible.I recognize the value of strong relationships and many of those I work with consider me a friend first and colleague second.When I'm not working with advisors I may be wrist deep in play doh with my two small children, sinking a put on the course or spiking a ball over the net on the volleyball court. Whatever stage your business is in let's connect and explore opportunities together.

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 18 others.