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@u.rochester.edu
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1 phone found area 716
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LinkedIn matched
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Matthew Francis, Mba is listed as Financial Planner at Plail Wealth Management Inc. at Plail Wealth Management Inc., based in East Amherst, New York, United States. AeroLeads shows a work email signal at u.rochester.edu, phone signal with area code 716, and a matched LinkedIn profile for Matthew Francis, Mba.
Matthew Francis, Mba previously worked as Financial Planner at Plail Wealth Management Inc. and Wealth Management Banking Specialist at Merrill Lynch. Matthew Francis, Mba holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from University At Buffalo.
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Everyone defines financial success in their own way. It's our team’s responsibility to listen, learn, and understand what is most important to individuals when it comes to their financial journey to help them succeed.We start this process by developing a customized financial plan that organizes their current financial situation and outlines their goals, wishes, and concerns in a conservative manner...we like to leave surprises to the upside. From there, we tie this directly into a comprehensive investment strategy that aligns strongly with the plan. With ongoing coordination and communication with our clients, we act as a continuous sounding board for all financial decisions as we guide them through their financial journey. When our clients reach their goals, we reach our goal.
Listed skills include Advertising, Marketing Strategy, Marketing, Analysis, and 45 others.
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Buffalo, New York, United States
Plail Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCFor important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Buffalo, New York
Proactively provided comprehensive banking solutions to individual Wealth Management clients with assets of $250,000 or more. Acted in a consultative role in partnership with Financial Advisory teams to connect clients to checking, savings and credit card solutions as well as leverage Bank of America’s industry leading online and mobile technologies.
Lockport, New York
Advised new, current and prospective clients on financial banking decisions for a branch that processed over 30,000 transactions monthly and led the organizational footprint in transaction volume.
Buffalo/Niagara, New York Area
Led Patient Experience Team of 10 employees for a multi-site hospital with 457 acute care beds, $2B in yearly patient revenue, and 2,500 employees. Reported to site President & CNO, and worked with senior leadership to develop and implement strategies to increase Employee Engagement and Patient Satisfaction metrics. Partnered with hospital staff to proactively handle and facilitate patient complaints. Spearheaded diverse teams of internal staff and external experts to contribute to the positive cultural growth of the hospital.
Buffalo/Niagara, New York Area
Coordinated the development, analysis and distribution of marketing materials that supported 300 sales professionals nationwide. Prepared marketing reports by collecting, analyzing and summarizing sales data. Managed internal marketing campaigns. Supported sales staff by providing sales data, account performance analysis and new product information.
Buffalo/Niagara, New York Area
Managed 30 marketing accounts and $1M in annual account revenue. Partnered with sales team on sales calls to advise, demonstrate and answer inquires on product selection. Developed and deepened relationships with clients to ensure continuous satisfaction and retention.
Buffalo/Niagara, New York Area
Managed 10 marketing accounts and $100K in annual revenue while assisting the Digital Accounts Coordinating team with overflow and coverage.
Graduated “With Distinction”
Activities and Societies: Varsity Baseball team, Varsity Football team, University of Rochester YellowJackets Ac CapellaCompleted.
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Matthew Francis, Mba works for Plail Wealth Management Inc..
Matthew Francis, Mba is listed as Financial Planner at Plail Wealth Management Inc. at Plail Wealth Management Inc..
AeroLeads has found 1 work email signal at @u.rochester.edu for Matthew Francis, Mba at Plail Wealth Management Inc..
AeroLeads has found 1 phone signal(s) with area code 716 for Matthew Francis, Mba at Plail Wealth Management Inc..
Matthew Francis, Mba is based in East Amherst, New York, United States while working with Plail Wealth Management Inc..
Matthew Francis, Mba has worked for Plail Wealth Management Inc., Merrill Lynch, Keybank, Kaleida Health, and Localedge.
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Matthew Francis, Mba holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from University At Buffalo.
Matthew Francis, Mba is listed with skills including Advertising, Marketing Strategy, Marketing, Analysis, Mathematics, Mathematical Analysis, Computational Mathematics, and Account Management.
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