Matthew Dillon Email & Phone Number

Identifies opportunities to create new business and account growth by building, nurturing andoptimizing customer relationships within a financial, insurance and investment services firm.Brings expertise in financial planning, retirement planning and risk analysis, using a solutions-driven, customer-centric approach to maximize accounts and deliver positive experiences.I thrive in collaborating with clients to create effective plans to help achieve their financialgoals. I consistently achieve customer engagement and communication targets, and take pridein being a trusted partner who offers a personable, honest and curious perspective to everyinteraction, both with internal colleagues and external clients.Those who know me say I’m always ready to take on a challenge, and always look for ways toadd to my experience and knowledge. I’m forward-thinking and resourceful, have a high level ofperseverance and a strong work ethic, and work well independently or as part of a team. I holda current Series 7 license.Specialties include: Financial Strategy, Planning and Execution, Networking and RelationshipBuilding, Cross-Selling, Market Research, CRM, Lead Generation, Sales Cycle, Analytical andCritical Thinking, Problem Solving, Regulatory Compliance, Communication and PresentationSkills.

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  James Madison University

  Finance, General