Matthew Prok, Cfp® Email & Phone Number

200 Park Point Drive, Rochester, NY 14623

• Holds Series 6, Series 63, and Series 65 securities registrations with LPL Financial, as well as Life and Health Insurance Licensing, and continues to work with clients in the following areas:
• Retirement Planning
• Investment Planning
• College Funding
• Estate Planning
• Income Protection

Rochester, New York Area

As a University at Buffalo Alum, it was odd to learn there was not an active Chapter of UBAA in Rochester. We have 13 thousand alumni, and are the 3rd largest Alumni group, second only to NYC and Buffalo itself, yet we did not have an active chapter. In voicing this concern to UBAA, and they could not have been more supportive in helping to change this..

• Built a book of business and consulted clients in the following areas:
• Retirement Planning
• Investment Planning
• College Funding
• Estate Planning
• Income Protection

Buffalo, NY

• Acted as liaison between agency and clients, including global companies
• Developed brand position and strategies for both established and emerging companies
• Managed multiple high budget projects in parallel, coordinating and scheduling related tasks
• Led and orchestrated both client and agency wide meetings

University At Buffalo

• Orchestrate club activities and recruitment
• Active voice on behalf of the club
• Liaison between the club and the University at Buffalo

Buffalo, NY

Bachelor of Science in Business Administration, expected May 2011Marketing and International Business concentrationsBachelor of Arts in Communication, expected May 2011

University At Buffalo

• Working with a NY State grant to increase organ donors within NY through the use of new media - NYDonatesLife.net
• Initiating a keyword analysis that will help to maximize ROI for online advertising
• Acquired appropriate knowledge of Google Adwords and Facebook advertising to ensure that proper measures were taken to maximize our advertising efforts
• Organized clear and concise presentations to ensure coworker understanding of the steps needed to implement our marketing plan

Buffalo, NY

• Led and facilitated client interaction on several projects
• Attended client trade shows and stood in as a liaison on their behalf
• Contributed to brainstorming sessions and concept development
• Participated in the internal review process for finished projects
• Headed secondary research for both internal and external purposes

Buffalo, NY

• Conducted market research and collected secondary data
• Creation, administering and data analysis of surveys
• Vendor and client interaction, both potential and pre-existing
• Establishment of marketing plans and new business development

Rochester, NY

• Assisted in conducting focus groups
• Quantified data from surveys and focus groups
• Coordinated secondary research
• Became familiar with survey software

University At Buffalo

• VP of finance from 2009-2010. Elected President for 2010-2011 term
• Managed and grew chapter membership
• Initiated connection between AMA and the University at Buffalo Communication department, creating a marketing plan for www.NYDonatesLife.net
• Responsible for the chapter fundraising and financing

Rochester, NY

• Developed a Marketing Strategy that addressed the client's goals while staying within budget.
• Guided customer interactions and successfully gathered information on the client's company and past marketing strategies, in order to optimize future marketing efforts.
• Led research and information gathering to establish communication lines between the client and the press.
• Conducted internet presence and impression research for the client to ensure that their company delivered a clear and unique message in their marketing efforts.