Matthew P Thomas Email & Phone Number

Rye, Ny

Owner/Principal of Consulting firm focused on strategy development, organizational management and governance for public, small business and non-profit clientele. Selective Client Engagements / Topics:Held Senior Campaign Management Roles (Campaign Manager, Chief of Staff, COO and Head Fundraiser) at every level of NY State Government (City Council, County Legislator, State Senate, NY State Comptroller.)Designed and implemented financial literacy curriculum for the New York Police Dept. Explorers Club; incorporated the FINRA Stock Market Game program with classroom instruction and stock market simulation game. - OneWorld Virtuous & United – Port Chester, NY. Conducted search for Man/Woman of the Year fundraising program candidates; identified members within Westchester and Fairfield Counties. - Leukemia and Lymphoma Society – Westchester/Fairfield ChapterServed as lead consultant in reconfiguring management structure and investment committee of 50-year old inner-city college scholarship foundation (supporting the “diamond in the rough” student) preserving historical granting amounts and overall scholarship awards.Served 3 year-term to the Westchester County Charter Revision Commission; conducted an in-depth review of current County Charter and Code. Served on Finance and Pension Steering Committee. Contributor to recommendation report – published December, 2014. - Westchester County, NY.Served as lead consultant researching the efficacy of storm water management and environmental sustainability processes / costs available to local municipalities throughout Westchester County and NY State. – City of Rye, NY.

Wealth Management, Executive Director - Senior member of internal consultant group (Morgan Stanley Client Alliance Group) responsible for development and design of investment products and distribution platform strategy for proprietary sales force (400 retail offices / 10,000 registered financial advisors.)Senior Leadership Positions:Business Unit Leader - Morgan Stanley Wealth Planning – 12-member department responsible for the development and integration of wealth planning software solutions for retail branch environment. Senior Product Manager – Portfolio Architect - asset allocation wrap program utilizing Morgan Stanley proprietary mutual fund families (18 asset classes & 100-plus fund offerings) with $11 Billion in product assets under management and $50 million in annual gross revenue.Investment Manager Due Diligence Committee – served as voting committee member of the Morgan Stanley Consulting Services Group committee responsible for independent evaluation and selection of Morgan Stanley’s 131 external institutional investment sub-advisors ($120 billion client assets) utilized in proprietary investment advisory programs. Asset Management, Vice President-Designed and executed new product and service campaigns for International, US Institutional, High Net Worth and Mass Affluent clientele. Leadership Positions:Global Chief Administrative Officer – Directed work efforts of 18-member global product develop team (New York, Tokyo, Singapore, London, Luxembourg) coordinating with senior management, portfolio management, operations, IT, legal, sales & marketing. Served as lead NY-based consultant responsible for product origination and distribution strategy development for Japanese asset management distribution partners - Bank (Madohon) and Insurance channels.

Responsible for the overall development and marketing of investment products for the defined benefit, defined contribution, foundation & endowment clients. Initiated development of strategic alliances, focused primarily on investment-only qualified plan market (third party administrators, pension consultants, actuaries.) Created marketing and sales collateral for 19 distinct investment classes (credit, long equity) integrating investment fundamentals, asset allocation policy and portfolio optimization. Primary liaison to retirement plan consultant community and performance analysts. Responsible for communicating strategy principles and current positioning of portfolio holdings.

Developed and executed marketing programs, new product launches and product enhancements for the Fidelity Advisor Funds. Led internal software development team in the researching and implementation of third party mutual fund investment performance software package.

Mba, Business Administration

Bs, Business Administration; Economics

Diploma, College Prep