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Matthew Curran is listed as Managing Partner, Global Recruiters Shoreline | Executive Recruiter | Wealth Management | Financial Advisor Consulting and Transition | RIA | Family Office | Private Banking | Private Equity | Portfolio Companies at Global Recruiters Shoreline (GRN), based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Matthew Curran.
Matthew Curran previously worked as Managing Partner at Global Recruiters Shoreline (Grn) and Head of Business Development at Wali. Matthew Curran holds Bachelor'S Degree, English Language And Literature/Letters from Saint Anselm College.
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Matt Curran has served in leadership roles at Fortune 100 companies in the Wealth Management, Financial Advice, Private Banking, Fintech, and Life Insurance industries. Matt led a sales and distribution division at Wells Fargo Wealth Management, and also led life insurance distribution teams with Wells Fargo Advisors and Lincoln Financial Distributors. GRN Shoreline specializes in two distinct areas:1. M&A within wealth management firms | RIAs | Banks: - Teams joining a new firm - Advisors joining teams - Succession planningGRN Shoreline has deep experience advising wealth management advisors by communicating clearly, leveraging industry networks, following proven processes, supporting your due diligence, and anticipating challenges.We are contracted with many firms allowing us to advise HNW advisors seeking the perfect fit - culture, business model, practice support, teaming opportunities, seamless transitions, and succession planning. This is all about timing... There are some incredible transition packages and custom business models for just about any practice. 2. Placing exceptional leaders within Private Equity Portfolio Companies | Family Office | Asset Management | Commercial Real Estate - GRN Shoreline matches the supply-side of highly skilled, experienced professionals with the in-demand track records and skills these firms need. - GRN Shoreline recognizes that identifying exceptional individuals perfectly suited for key roles can be a daunting task. - For example, a business looking for Strategic Talented Operating Executives / COO at the PE portfolio company-level for structure, process, or even succession planning is very challenging. It’s all about finding the perfect fit, or it could be a disaster! - This reality is the difference between bringing you a ‘CEO with experience’ versus a CEO who increased a startup’s revenue from $30mm to $300mm and successfully exited in 3 years. - GRN Shoreline supports businesses needing a transformational leader to install KPIs, lead a reorganization, integrate new acquisitions, develop go-to-market strategy, drive transformation of process, digital, client experience.Matt is an early-stage technology investor/advisor with deep experience in fintech, AI, and digital transformation. This unique expertise can be very valuable for everyone involved in the search process.
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United States
Executive Search professional with expertise in the Wealth Management, Financial Advice, Private Banking, Fintech, and Life Insurance industries. Conduct thorough Discovery with individuals and businesses to ensure the best outcomes for all involved.
Seattle, Washington, United States
Artificial Intelligence
New York City Metropolitan Area
Set the strategic direction, develop strategies, programs,, and guidelines for Wealth Management’s Learning Content, Talent Development, and Credentialization Programs. Key Achievements:Drive innovation to evolve the sales culture from mainly investing, client service, and asset management to more holistic and consultative sellingSupervising strategic vision and execution plan for the creation of wealth learning and training content Overhauled, launched, and installed new digital experience in sales pipeline and CRM Created new technology and sales process to support, automate, and digitize client discovery and client relationship reviewsDesigned Wealth Management Banking University – a company-wide program built as a direct response to a strategic objective of advisors driving banking and credit businessDesigned online resource material library as a timely creation for leaders and advisors to research and align to company objectives and industry trendsOrganized the execution and sequencing of talent development support, leveraged technology to foster ease of registration, tracking, and program evaluation
Greenwich, Connecticut, United States
Driven, problem-solving, and hands on head of sales distribution responsible for new business development and client acquisition for a $600 million revenue region with 400+ advisors from all lines of business. Proven track record of strong sales skills and achieving sales goals, sales growth, and analytics on key metrics supporting the entire region’s client relationshipsKey Achievements:Designed and implemented talent development for advisors and leadership development, and leadership programs for both groupsManage and cultivate relationships with a team of 24 wealth advisors; including assigning sales targets, onboarding, and recruiting and negotiating the financial offer Developed, socialized, and executed business plans and national best practices for sales targets, sales process, fiduciary, banking, financial planning, insurance, brokerage, and strategic partnershipStrategic counsel to stakeholders on performance improvement opportunities and provide guidance on solutions to address mission-critical problems; collaborate, initiate, and measure the impact of marketing campaigns, strategic initiatives, etc.Project management strategic work on frameworks, capabilities, and technology to achieve key metricsManaged a team of 21 outside sales Wealth Insurance Consultants – primary focus to build relationships with independent financial advisors for estate planning, business owner, and financial planning applicationsSME responsible for all things life insurance, including sales support, new business development, increasing sales acumen, pipeline and case management, generating sales leads, leadership development, client relationship management.
Manage a fast paced team of outside sales and inside sales wholesalers charged with growing life insurance sales in financial institutions (Merrill Lynch, Morgan Stanley, Wells Fargo, Edward Jones, independent brokerage agents, etc.).SME leading new business development, increasing sales acumen, pipeline and case management, wholesaler development, client relationship management.Worked with financial services sales leaders to build business development and sales support programs to grow sales and acumen. Evaluated software and technology solutions that should be part of the life insurance platform. Assessed the education gaps and CRM needs and integrated that into our disciplined target operating model. Represented Lincoln as a host/speaker at conferences at three international conferences
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Matthew Curran works for Global Recruiters Shoreline (GRN).
Matthew Curran is listed as Managing Partner, Global Recruiters Shoreline | Executive Recruiter | Wealth Management | Financial Advisor Consulting and Transition | RIA | Family Office | Private Banking | Private Equity | Portfolio Companies at Global Recruiters Shoreline (GRN).
Matthew Curran is based in New York City Metropolitan Area, United States while working with Global Recruiters Shoreline (GRN).
Matthew Curran has worked for Global Recruiters Shoreline (Grn), Wali, Wilmington Trust, Wells Fargo Private Bank, and Lincoln Financial Distributors.
You can use AeroLeads to view verified contact signals for Matthew Curran at Global Recruiters Shoreline (GRN), including work email, phone, and LinkedIn data when available.
Matthew Curran holds Bachelor'S Degree, English Language And Literature/Letters from Saint Anselm College.
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