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Transforming the financial landscape for tech professionals and business owners.As a wealth management advisor, I've dedicated my time to guiding innovators and entrepreneurs through the complex world of finance. My focus? Helping you achieve financial clarity, security, and independence.My approach is simple yet powerful. I work closely with you to implement strategies that align with your short and long-term goals. This tailored method ensures that your financial plan grows with you and your business.Over the years, I've hundreds of clients:- Optimize their cash flow, freeing up capital for growth- Significantly reduce tax burdens through strategic planning- Create diverse investment portfolios that balance risk and rewardMy clients don't just survive financially - they thrive. They gain the clarity needed to make informed decisions, the security to take calculated risks, and the independence to pursue their dreams without financial constraints.Ready to take control of your financial future? Let's connect and explore how we can work together to build your path to lasting financial success.Cell: 317-850-5056Email: matthew.bennett@nm.com
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FounderWealthcodeIndianapolis, In, Us -
Financial Advisor | Director Of Growth & DevelopmentNorthwestern Mutual Jul 2023 - PresentMilwaukee, Wi, UsMy objective with my clients is to provide a blueprint to help them achieve financial security for their family.As a Growth & Development Director, my focuses are not only to attract new talent but to ensure their success as a financial advisor at NM - Carmel. Providing resources that will help develop the skills and knowledge needed to build a successful planning practice. -
Financial AdvisorNorthwestern Mutual 2020 - PresentMilwaukee, Wi, Us
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Regional Sales ManagerLatch Jan 2020 - Apr 2020St Louis, Missouri, UsWith Latch, you can open and manage every door in an apartment building—all from your smartphone. A fully integrated system of both hardware and software, Latch is expanding smart access through thoughtful and intuitive design made for modern living. -
Account ExecutiveLitera Microsystems 2016 - Jan 2020Chicago, Illinois, UsLitera Microsystems builds software to draft, proofread, compare, repair, and clean documents in the legal and life sciences industries. Our core purpose is to help professionals focus on what matters.Responsible for generating new revenue while also managing current client relationships in the Midwest territory.Reach out if you're interested in a trial or demo! MBennett@litera.com -
ContractorInsurance Billing Outsourcing, Llc Feb 2015 - Jan 2020Indianapolis, Indiana, UsWe provide dental and medical insurance services for dental practices across the U.S.- Insurance Claims Filing- Verification of Benefits- Credentialing & Contracting- Negotiating PPO Fee Schedules -
Business Development ManagerNew Style Cabinets, Inc. 2014 - 2017Chicago, Illinois, UsChicago based high-end, luxury cabinetry manufacturer in Chicago. Identify and close opportunities for remodels or new builds. Tasked with creating and streamlining the entire sales process. Implemented a CRM system to manage on-boarded and potential clients ranging from developers, architects custom home builders, general contractors, kitchen / bath remodelers and interior designers.Key Achievements:- Acquired 5 new clients within first 6 months to achieve sales over $500k- Reached over $1.2 million in sales first year- Negotiated a 56-home project to be the sole cabinet vendor – over $1.6 million in sales in 2 years- Reached over $1.5 million in sales 2nd year -
Enterprise Sales ExecutiveFmtc - 2015 - 2016Austin, Tx, UsFMTC offers an automated, customized content datafeed which aggregates over 250,000 monetized deals from thousands of merchant programs across all major affiliate networks in a standard format.- Tasked with building and owning pipeline through outbound prospecting and inbound leads- Reaching out to C-Level executives and directors who run high performing websites- Helped to create and refine / streamline sales process -
Digital Project ManagerManning Digital Mar 2014 - Sep 2015Chicago, Il, UsDigital creative agency based in downtown Chicago, Illinois. Coordinate and manage all digital projects both internally and externally. Interact with clients on a daily basis creatively consulting, providing online strategy development and nurturing each business relationship. Help research and prospect potential clients, creating business proposals, project budgeting, project management and quality assurance testing before launches.Key Achievements:- Have helped with developing the digital strategy for multiple clients- Analyze and provide web traffic metrics on a monthly basis for 5 total clients- Have managed 6 different projects concurrently- Launched 5 total projects since on board -
OwnerConnected Web Design Jul 2012 - Feb 2014Web development company that developed and implemented websites for medium-sized businesses. Managed all functions from sales, marketing, project management and accounting. Sold clients on new technologies such as implementing a CMS (Content Management System), Responsive Web Design, SEO (Search Engine Optimization) and new best-practices of UX, UI and development. Acted as a consultant helping to improve clients’ digital footprint and increase their sales.Key Achievements:- Managed to build company to $103,000 in revenue- Managed a team of 12 developers and designers
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Program CoordinatorBrightpoint Jun 2010 - Sep 2012Irvine, California, UsProvider of wireless device lifecycle services, specializing in the distribution of wireless devices and in providing customized logistics services to the wireless industry. Placed on 3 accounts – HTC, Time Warner and Cablevision – and managed to successfully build strong relationships with all 3 clients.Key Achievements:- Achieved $1,000,000 in billing each month in the summer of 2012 for HTC (June, July & August) while consistently hitting projections and quotas- Billed at least $250,000 each month while on accounts- Helped to develop and foster a team of 3 highly qualified personnel capable of supporting assigned projects through successful completion- Created detailed project plans with well-defined tasks, milestones, client sign-offs and specifications, which served to communicate progress of projects to upper level management
Matthew Bennett Skills
Matthew Bennett Education Details
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Depauw UniversityCommunication -
Valparaiso UniversityMarketing
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Brebeuf Jesuit Preparatory School
Frequently Asked Questions about Matthew Bennett
What company does Matthew Bennett work for?
Matthew Bennett works for Wealthcode
What is Matthew Bennett's role at the current company?
Matthew Bennett's current role is Founder.
What is Matthew Bennett's email address?
Matthew Bennett's email address is md****@****ail.com
What is Matthew Bennett's direct phone number?
Matthew Bennett's direct phone number is +177362*****
What schools did Matthew Bennett attend?
Matthew Bennett attended Depauw University, Valparaiso University, Brebeuf Jesuit Preparatory School.
What skills is Matthew Bennett known for?
Matthew Bennett has skills like Project Management, Management, New Business Development, Entrepreneurship, Sales, Project Planning, Business Planning, Business Development, Account Management, Entrepreneurial Skills, Web Development, Project Coordination.
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