Matthew Muñoz Email & Phone Number

Athens, Ga, Us

Charlotte, North Carolina

- Actively engage in Mass Affluent ($50k-$500k) and High-Net-Worth ($500k-$5M) advice space, shadowing various types of advisor-client meetings- Work collaboratively to present business investment acumen research projects, competitive analysis, and capstone project- Exercise critical thinking and communication skills through numerous advisor-client roleplay scenarios- Develop asset allocation, portfolio analysis, and risk assessment skills

Atlanta, Georgia

-Develop skills in building comprehensive and in-depth financial plans for high-net-worth clients-Process client financial and personal information into software tools such as eMoney, Orion, and Salesforce-Analyze quarterly net worth, cash flow, and portfolio statements for client meetings-Put together education analyses to present 529 plan funding strategy recommendations for clients to utilize-Build out and run Net Worth Statements, Cash Flow Reports, Portfolio Performance… Show more -Develop skills in building comprehensive and in-depth financial plans for high-net-worth clients-Process client financial and personal information into software tools such as eMoney, Orion, and Salesforce-Analyze quarterly net worth, cash flow, and portfolio statements for client meetings-Put together education analyses to present 529 plan funding strategy recommendations for clients to utilize-Build out and run Net Worth Statements, Cash Flow Reports, Portfolio Performance Reports, and Monte Carlo Simulations Show less

Athens, Georgia, United States

- Analyze clients’ financial situation given statements and history, including tax returns and pay stubs to research appropriate insurance products or loan solutions - Communicate with Equifax to verify customers’ identity and credit worthiness- Contact customers to schedule desired payment plans and arrangements and present possible solutions to get caught up or modify the term of the loan - Bridge the language barrier gap between Spanish speaking clients and employees through… Show more - Analyze clients’ financial situation given statements and history, including tax returns and pay stubs to research appropriate insurance products or loan solutions - Communicate with Equifax to verify customers’ identity and credit worthiness- Contact customers to schedule desired payment plans and arrangements and present possible solutions to get caught up or modify the term of the loan - Bridge the language barrier gap between Spanish speaking clients and employees through translation- Collect information to prepare client applications for loan processing and explain insurance products and all legal aspects of loan, including payment terms and conditions - Work closely with branch manager, assistant manager, and loan specialist to develop techniques to communicate with clients effectively and ensure financial success for them while also achieving branch goals and adhering with CFPB through concise financial reporting Show less

Act as gameday ambassadors for the Hospitality office and athletic department by providing exceptionalcustomer service as a host for suite owners and guests within Sanford Stadium’s premium seating areas• During the game, work with five ambassadors to ensure all game day policies and procedures are beingupheld by serving as the main point of contact for premium seat holders and guests• Developed soft business skills by building genuine guest relationships and prioritizing their… Show more Act as gameday ambassadors for the Hospitality office and athletic department by providing exceptionalcustomer service as a host for suite owners and guests within Sanford Stadium’s premium seating areas• During the game, work with five ambassadors to ensure all game day policies and procedures are beingupheld by serving as the main point of contact for premium seat holders and guests• Developed soft business skills by building genuine guest relationships and prioritizing their needs Show less

Finance, Financial Planning And Services

Activities and Societies: -Student Financial Planning Association -Hispanic Student Association -First Generation Dawgs -Beta Upsilon Chi.

Education record

Activities and Societies: -National Honors Society -Track and Cross Country Captain -Fellowship of Christian Athletes leader -Future.