Matthew Marchese Email & Phone Number

Windsor, Ct

Registered Representative of and securities offered through Voya Financial Advisors, Inc. (member SIPC)

West Hartford, Connecticut

Help retirement plan sponsors and consultants explore how the range of plan options available through Schwab Retirement Plan Services can help meet their needs. These include defined contribution, defined benefit, and nonqualified deferred compensation plans. We provide accessible and deep expertise to support consultants and clients’ plans, individualized services to help address employees’ diverse financial needs, and access to a broad range of solutions through The Charles Schwab Corporation (“Schwab”) to help consultants, plan sponsors, and employees work toward their goals.

Owings Mills, Md

Provided bundled Defined Contribution solutions to institutional clients, consultants and advisors in assigned territory. Developed relationships between firm and consultants/advisors. Conducted formal presentations to prospects/financial professionals. Managed territory activity metrics to achieve defined sales goals.