Matt Miles Email & Phone Number

San Diego, California, United States

Tidemark Financial Partners is an independent wealth management firm that specializes in providing financial planning assistance to biotechnology, technology and engineering executives.-Found and contacted thousands of prospective clients, ensuring optimal partnerships. -Enhanced client satisfaction by up to 28% by utilizing new equipment. -Increased company’s cold-calling productivity up to 40% by utilizing resources.-Instituted Artificial Intelligence softwares to decrease onboarding time by up to 36%.-Analyzed case studies of financial strategies for high-net-worth individuals.-Sought out beneficial referral-based relationships with diverse finance professionals.

-Placed market trades on behalf of clients in the form of equities and mutual funds.-Created client presentations, summarizing investment performance and market trends.-Demonstrated Advanced Excel skills to analyze and process financial data.-Conducted research on various financial products and investment opportunities.

Los Angeles, California, United States

Started and run my own online fitness training site. All of my clients receive daily information, weekly plans, and are supported fully through their fitness transformations.

Calabasas, California, United States

Used customer relation and leadership skills to enhance customer experience as a server and host in a fast-paced, fine-dining establishment.

San Diego, California, United States

Los Angeles County, California, United States

Started, managed and marketed retail arbitrage (reselling) company alone Generated over $7,500 in first 3 months of operations Employed skills in Microsoft Excel to monitor salesMaintained “Top Seller” title with 100% Positive Feedback

Bachelor Of Business Administration - Bba, Financial Planning And Services

Activities and Societies: Vice President and Philanthropy Chair of Alpha Epsilon Pi, Mental Health Advocate for Noah Hytken Memorial Fund.

High School Diploma

Activities and Societies: ASB Student Council, Varsity Football Team Captain, Special Education Program Fundraising Organizer, 4.3 GPA.