Matthew F Coughlin Email & Phone Number

In this role, I supported the launch and development of the bank consultant program (train TD Bank staff how to uncover investment opportunities) between TD Ameritrade and TD Bank. These are just some of my accomplishments:• Work closely with TD Bank employees to provide coaching and mentoring to drive investment opportunities to TD Ameritrade and TD Bank.• Regional manager for 30 banks in North Jersey providing a variety of one on one coaching and education of investment strategies.

Here, I managed a client base of 800 high net worth clients. Uncover opportunities to cross sell various types of investment products. These are selected accomplishments:• Constructed presentations for clients on investment opportunities while providing solutions with clear graphs and data.• Worked closely with our banking partners for alternative lending needs such as mortgages and lines of credit.• Coordinated with third party investment advisors who provided alternative asset investment solutions outside of TD Ameritrade’s spectrum of products.

I managed a client base of 1,000 high net worth clients. Uncover opportunities to cross sell various types of investment products. Here are a few of my accomplishments:• Increase branch/brand awareness by participating in community activities, networking and prospecting, soliciting referrals and leveraging relationships with centers of influence.• Presented seminars to clients on Charles Schwab’s advisory offerings, navigating today’s market and fixed income strategies in retirement.