Matthew Smith, Aams Email and Phone Number
Matthew Smith, Aams work email
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Matthew Smith, Aams personal email
As a sales and business development leader, I’ve built a career for myself in the financial services and wealth management space over the course of 10+ years. What I do…I have held the position of Branch Manager at Upstream Investment Partners, a full-service financial consulting firm in Austin, Texas. Some of my biggest successes in this role include: ✓ Establishing the branch and building/scaling a team of financial planners✓ Growing our portfolio of managed assets by more than a 3x factorWhat I previously did…Prior to my time at Upstream, I was a financial planner at Edward Jones Investments where I built a $40M client portfolio from scratch through:✓ Referral strategies✓ Direct mail ✓ Digital marketing While at Edward Jones, I was recognized by Texas Monthly magazine for being a 5-star financial advisor, and I also received the company’s Net10 award for hitting $1M in new business in 30 days or less. What I’m good at…I owe a lot of my success to my knack for thinking outside the box and natural ability to build deep relationships with both clients and partners. Two big indicators of this were that more half my business at both Upstream and Edward Jones was from referrals, and that I established a network of relationships with people at well-known companies like Fidelity which I still maintain to this day.I’m passionate about…During the off-hours, I love spending time with my family and until just a few years ago, coached youth NFL flag football teams (I was really good at it too, coaching multiple teams to win Texas Championships and hitting second place in national tournaments). My dream job: working while traveling the world.I’m currently looking for my next opportunity…I’m currently looking to take the next step in my career. If you have a challenge you think I can help with, shoot me a message on LinkedIn or email me at msmith@aitinerant.com. I’d be great for leadership roles in sales, business development, and marketing
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Head Of Strategic PartnershipsDigital Nomad Adventures (Dna)Austin, Tx, Us
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OwnerAitinerant Ventures Aug 2023 - PresentGlobalCurrently consulting with a local financial services firm to establish a growth, marketing and client retention strategy while helping rebrand.
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Branch Manager And Financial AdvisorUpstream Investment Partners, Llc Jun 2011 - 2023Austin, Texas, United StatesAs Branch Manager at Upstream Investment Partners, I built and led the North Austin branch, a testament to my expertise in financial services, building and leading teams, and creating winning business development strategies that have grown the business to the multimillion-dollar firm it is today.My responsibilities centered on overseeing marketing and business development strategies in addition to managing daily operations and leading 15 financial advisors catering to both commercial and retail investors.Key contributions to the company's growth include:• Team Building and Leadership: I recruited and mentored a team of financial advisors, equipping them with the skills and knowledge to excel in a competitive market.• Strategic Business Development: I was instrumental in expanding the branch’s business portfolio from $40M in 2011 to over $150M by 2023. • Client Engagement and Event Management: I organized monthly seminars, workshops, and dinner events that facilitated client learning on important financial topics. These events were instrumental in attracting clients and staff in a competitive market.• Networking and Relationship Building: I established profitable relationships with key industry stakeholders like Fidelity, Blackrock, AXA, and Metropolitan. These relationships were crucial in expanding the branch's reach and influence.• Marketing Initiatives: I oversaw both traditional and digital marketing campaigns, blending strategies to maximize client acquisition and retention. -
Financial AdvisorEdward Jones 2006 - 2011Austin, Texas AreaAs a Financial Planner at Edward Jones Investments, I was responsible for providing financial and investment advice to retail investors. Key contributions to the company's growth include:• Portfolio Growth: I grew a client portfolio from zero to over $40M in managed assets by providing personalized investment strategies and continuous portfolio management.• Sales Strategy: I planned out and implemented strategies that generated millions of dollars in new business, including getting involved with the community, organizing educational seminars, leveraging client referrals, and canvassing neighborhoods. • Award-Winning Performance: My performance was recognized with the company’s Net 10 award, handed out to less than 10% of planners companywide for generating over $1M in investments in under 30 days.• Industry Recognition: My client service excellence was acknowledged with a 5-star rating by Texas Monthly magazine, further cementing my reputation as a top-tier financial advisor.
Matthew Smith, Aams Skills
Matthew Smith, Aams Education Details
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Financial Planning
Frequently Asked Questions about Matthew Smith, Aams
What company does Matthew Smith, Aams work for?
Matthew Smith, Aams works for Digital Nomad Adventures (Dna)
What is Matthew Smith, Aams's role at the current company?
Matthew Smith, Aams's current role is Head of Strategic Partnerships.
What is Matthew Smith, Aams's email address?
Matthew Smith, Aams's email address is ms****@****mip.com
What schools did Matthew Smith, Aams attend?
Matthew Smith, Aams attended College For Financial Planning, Texas State University-San Marcos.
What skills is Matthew Smith, Aams known for?
Matthew Smith, Aams has skills like Estate Planning, Retirement, Wealth, Investments, Iras, Securities, Mutual Funds, Wealth Management, Retirement Planning, Finra, Asset Allocation, Investment Advisory.
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