Matthew Wolniewicz, Aifa

Matthew Wolniewicz, Aifa Email and Phone Number

President at Income America, LLC | Board advisor at Prime Capital Financial @ Income America, LLC
Matthew Wolniewicz, Aifa's Location
Greater Chicago Area, United States, United States
Matthew Wolniewicz, Aifa's Contact Details

Matthew Wolniewicz, Aifa personal email

Matthew Wolniewicz, Aifa phone numbers

About Matthew Wolniewicz, Aifa

Throughout his 30-year career, Matt has been singularly focused on helping investors retire with confidence. As President of Income America, LLC—an in-plan retirement income solution that provides retirees with guaranteed income for life—he provides innovative, fiduciary-oriented solutions that enhance participants' retirement security. A prolific speaker and panelist, Matt has spoken at dozens of industry events, including the NAPA 401k Summit, the Alliance for Lifetime Income Summit, the Investment News Retirement Income Conference, the CFA Society PORTFOLIO Conference, AFS 401(k) Retirement Services Employee Benefits Symposium, SS&C Deliver, and the Advisor2X Wealth@Wor(k) conference. With more than 30,000 followers on LinkedIn and Twitter combined, Matt shares his thought leadership on everything from guaranteed income to proposed legislation to fintech trends impacting how Americans plan and save for retirement. A board advisor for Prime Capital Financial, Matt previously served as president of Fi360 until its acquisition by Broadridge in 2020. He also served as the executive business leader of Morningstar's Global Advisor and Wealth Solutions unit, the company's largest operating segment, where he was responsible for executing strategy and driving top-line revenue.Passionate about fiduciary standards of excellence, Matt is an Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA). To learn more about Income America, please visit www.incomeamerica.com. Matt’s specialties include leadership, consultative selling, competitive analysis, relationship management, employee development, recruiting, and strategic planning. My connections' endorsements and recommendations were not solicited, and they did not receive any form of compensation.

Matthew Wolniewicz, Aifa's Current Company Details
Income America, LLC

Income America, Llc

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President at Income America, LLC | Board advisor at Prime Capital Financial
Matthew Wolniewicz, Aifa Work Experience Details
  • Income America, Llc
    President
    Income America, Llc Mar 2021 - Present
    Leading the strategic growth and development of an innovative retirement solutions provider, uniquely formed through a consortium of industry leaders dedicated to evolving the retirement plan landscape.
  • Prime Capital Financial
    Advisor To The Board
    Prime Capital Financial Oct 2020 - Present
    Overland Park, Kansas, Us
    Elevating and strategically guiding Prime Capital Financial's nationally recognized retirement and financial wellness solutions, Prime Capital Retirement (formerly Qualified Plan Advisors) and Prime Capital Wellness. Enhancing retirement solutions and plan education for financial professionals, ultimately empowering the Prime Capital Retirement and Prime Capital Wellness end-user.
  • Fi360, A Broadridge Company
    President
    Fi360, A Broadridge Company Dec 2016 - Oct 2020
    New York, New York, Us
    Served as president and chief revenue officer at Fi360. During my tenure, we accomplished:* Increased top-line revenue from $10 million to $27 million* Grew AIF/AIFA designee population from 3,000 to 12,000+* Expanded our team from 18 employees to over 100* Navigated transition from an independent company to an acquired unit of BroadridgeWe built an organization synonymous with the fiduciary movement.
  • Fi360, A Broadridge Company
    Chief Revenue Officer
    Fi360, A Broadridge Company Apr 2014 - Nov 2016
    New York, New York, Us
  • Morningstar
    Head Of Sales, Global Advisor And Wealth Solutions
    Morningstar Mar 2013 - Apr 2014
    Chicago, Il, Us
    Executive business leader of Morningstar's largest operating segment. Responsible for creating and executing the strategy to solve client problems while driving the firm's top-line revenue.
  • Morningstar
    Senior Vice President, Institutional Software
    Morningstar Feb 2007 - Feb 2013
    Chicago, Il, Us
    Matt led the team focused on the firm’s flagship institutional software platform – Morningstar Direct - and was responsible for top-line revenue growth, client retention, and complete client satisfaction for Morningstar’s Institutional Software business.In his experience, great solutions are created by listening to end-user feedback and pushing to develop new features.
  • Travelex
    Vp - Midwest Region
    Travelex Dec 2004 - Dec 2006
    Peterborough, London, Gb
    Delivered top-line revenue growth, oversaw entrance into new geographic and vertical markets, hiring, mentoring, and leading business development team.
  • Pitney Bowes
    District Director - Lombard
    Pitney Bowes Feb 1990 - Dec 2004
    Stamford, Ct, Us
    Matt inspired and led 40 direct sales representatives, six sales managers, three service managers, 29 service representatives, and five administrative assistants.

Matthew Wolniewicz, Aifa Education Details

  • Missouri State University
    Missouri State University
    Finance

Frequently Asked Questions about Matthew Wolniewicz, Aifa

What company does Matthew Wolniewicz, Aifa work for?

Matthew Wolniewicz, Aifa works for Income America, Llc

What is Matthew Wolniewicz, Aifa's role at the current company?

Matthew Wolniewicz, Aifa's current role is President at Income America, LLC | Board advisor at Prime Capital Financial.

What is Matthew Wolniewicz, Aifa's email address?

Matthew Wolniewicz, Aifa's email address is ma****@****360.com

What is Matthew Wolniewicz, Aifa's direct phone number?

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What schools did Matthew Wolniewicz, Aifa attend?

Matthew Wolniewicz, Aifa attended Missouri State University.

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