Matthew Francis, Mba Email and Phone Number
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Matthew Francis, Mba personal email
Matthew Francis, Mba phone numbers
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.
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Financial PlannerPlail Wealth Management Inc. Feb 2021 - PresentBuffalo, New York, United StatesPlail 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.
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Wealth Management Banking SpecialistMerrill Lynch Oct 2017 - Feb 2021Buffalo, New YorkProactively 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. -
Personal BankerKeybank Mar 2017 - Oct 2017Lockport, New YorkAdvised 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. -
Site Patient Experience ManagerKaleida Health Apr 2015 - Nov 2016Buffalo/Niagara, New York AreaLed 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. -
Marketing CoordinatorLocaledge Feb 2014 - Apr 2015Buffalo/Niagara, New York AreaCoordinated 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. -
Digital Accounts CoordinatorLocaledge Jun 2013 - Feb 2014Buffalo/Niagara, New York AreaManaged 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.
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Associate Digital Accounts CoordinatorLocaledge Jan 2013 - Jun 2013Buffalo/Niagara, New York AreaManaged 10 marketing accounts and $100K in annual revenue while assisting the Digital Accounts Coordinating team with overflow and coverage.
Matthew Francis, Mba Skills
Matthew Francis, Mba Education Details
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Business Administration And Management, General -
Mathematics
Frequently Asked Questions about Matthew Francis, Mba
What company does Matthew Francis, Mba work for?
Matthew Francis, Mba works for Plail Wealth Management Inc.
What is Matthew Francis, Mba's role at the current company?
Matthew Francis, Mba's current role is Financial Planner at Plail Wealth Management Inc..
What is Matthew Francis, Mba's email address?
Matthew Francis, Mba's email address is mf****@****ter.edu
What is Matthew Francis, Mba's direct phone number?
Matthew Francis, Mba's direct phone number is 171653*****
What schools did Matthew Francis, Mba attend?
Matthew Francis, Mba attended University At Buffalo, University Of Rochester.
What skills is Matthew Francis, Mba known for?
Matthew Francis, Mba has skills like Advertising, Marketing Strategy, Marketing, Analysis, Mathematics, Mathematical Analysis, Computational Mathematics, Account Management, Social Media Marketing, Dedication To Continuous Improvement, Customer Satisfaction, Team Leadership.
Not the Matthew Francis, Mba you were looking for?
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Matthew Francis,CPA,MBA,CGMA
Springfield, Mo3crbard.com, enersys.com, gmail.com4 +141734XXXXX
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Matthew Francis, MBA, CPSM
Raleigh-Durham-Chapel Hill Area
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