Matt Rubin Email & Phone Number

Originally from New York City, Matt moved to New Orleans in 2007 and attended Tulane University’s A.B. Freeman School of Business. Upon graduating, Matt joined Teach For America as a 2011 Corps Member. His service with TFA kept him in New Orleans where he taught Kindergarten in an at-risk community on the West Bank of New Orleans and was recognized as the School's 2013 Teacher of the Year. Upon completing his two-year stint as a TFA Corps Member, Matt was introduced to New York Life as an agent in 2013 and was recognized as an Executive Council Advisor. Matt worked as an advisor focusing on wealth accumulation for educators/young professionals as well as succession plans for business owners. Missing the excitement of coaching and development, Matt decided to pursue the management career track and was promoted to Partner in the New Orleans office where his focus was on selection and development of new advisors. Matt continued to grow with his team and was recognized as the West Central Zone’s Partner of the Year, View from the Top Qualifier, and National Top 50 Partner with his team ranking #15 nationally. In 2018, Matt was promoted to Senior Partner in the New Orleans General Office and helped the New Orleans office achieve a banner year in sales growth capturing various National Trophies. That same year Matt received a call to move to Dallas to take on the role of Corporate Vice President in the West Central Zone where his primary focus was on coaching and development of 130 managers and driving performance in the 29 offices that make up the region. In 2020, Matt and the zone team were awarded the Zone Award of Excellence as the top performing zone within New York Life Agency. In November of 2021 Matt accepted the Managing Partner position of the Richmond General Office. Matt leads a team of over 60 agents and managers whose mission is to serve clients with a broad range of financial needs – from families just getting started in their planning, to individuals and businesses who require sophisticated wealth management and planning expertise. He holds a Life/Health license as well as Series 6, 63, 7, 24, and 66.

Listed skills include Public Speaking, Research, Powerpoint, Microsoft Excel, and 12 others.

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  Tulane University - A.B. Freeman School Of Business

  Bachelor Of Science (Bs)