Matt Ingber

Matt Ingber Email and Phone Number

Chief Operating Officer at DAI Securities, LLC. @ DAI Securities, LLC.
Matt Ingber's Location
Atlanta, Georgia, United States, United States
Matt Ingber's Contact Details

Matt Ingber personal email

n/a

Matt Ingber phone numbers

About Matt Ingber

Financial specialist with experience with brokerage services, mutual funds, stocks, bonds, limited partnerships, private placements, REITs, annuities, retirement department, etc. High quality control while striving to succeed.Specialties: Brokerage firms, stocks, bonds, mutual funds, limited partnerships, private placements, REITS, annuities, retirement, accounting, compliance, etc.

Matt Ingber's Current Company Details
DAI Securities, LLC.

Dai Securities, Llc.

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Chief Operating Officer at DAI Securities, LLC.
Matt Ingber Work Experience Details
  • Dai Securities, Llc.
    Chief Operating Officer
    Dai Securities, Llc. Feb 2021 - Present
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  • Seaventures Aquatic Center: Swimming, Snorkeling & Scuba Diving
    Scuba Diving Instructor
    Seaventures Aquatic Center: Swimming, Snorkeling & Scuba Diving Jan 2022 - Present
    Roswell, Georgia, United States
    Scuba Instructor
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  • Self Employed
    Motivational Speaker
    Self Employed Aug 2019 - Present
    Helping others with Addiction, Recovery, and overall Health.
  • Scf Securities, Inc.
    Due Diligence & Risk Analyst
    Scf Securities, Inc. Feb 2018 - Feb 2021
    Fresno, California Area
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  • Scf Securities, Inc.
    Senior Brokerage Principal
    Scf Securities, Inc. Oct 2017 - Feb 2018
    Fresno, California Area
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  • Concorde Investment Services
    Chief Operating Officer
    Concorde Investment Services Sep 2016 - Aug 2017
    Livonia, Mi
    Work with 8 team members to streamline and create processes relating to New Business for Brokerage, RIA and annuities. Working to create procedures and technology development for orphaned accounts and to streamline business processing related to:-Account openings-Application processing-Supervision streamlining-Reporting-Exception reports-Straight Through Processing-Commission processing-Expense consolidation-Etc.
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  • Axa Advisors
    Director- Branch Operations
    Axa Advisors Mar 2014 - Sep 2016
    Troy, Michigan
    • Operates as a Chief of Staff and Chief Financial Officer• Manages a branch with production over 32 million GDC with 166 FPs located across Michigan and part of Ohio, including 4 remote locations• Strong business partner with the Branch Manager• Leads managers and multiple direct reports in multiple business areas including new business, licensing, recruiting, business development, training, accounting, budget planning, profit and loss management, etc.• Planning, development, and implementation of business processes that enable the Branch meet its business and corporate objectives.• In partnership with corporate operations departments, identifies opportunities to improveoperational guidelines for all branches.
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  • Hantz Financial
    Operations Supervisor
    Hantz Financial Oct 2007 - Mar 2014
    Equities Specialist – 10/2007 - CurrentLearning the different products offered at Hantz Financial, (Products include Mutual Funds, Stocks, Bonds, Annuities, Limited Partnerships, Private Placements, REITs, mortgages, etc.) reviewing documentation to ensure suitability, resolving issues with documentation and transactions.Operations Supervisor – 1/2010 – CurrentSupervising back office in processing applications and client transactions. Training employees on products and suitability requirements for products. Ensuring back office goals are met in timely fashion.Compliance – 10/2007 - CurrentDue diligence on products and give reviews to due diligence committee, reviewing business for compliance with FINRA regulations, follow guidelines set for by Hantz Financial and by FINRA, interacting with representatives to ensure compliance with regulations, updating representatives on client accounts.Retirement Small Plans Specialist – 5/2008 - CurrentImplementing small plans with Simple IRAs, SEP IRAs, 403(b)s, Solo Ks, Payroll Deduct IRAs, servicing companies with issues and questions regarding their retirement plan, interacting with product providers to help resolve client issues, within their retirement plan.REIT Specialist – 8/2010 - CurrentTraining advisors on the different REIT products offered by the company. Give updates on each REIT offered. with advisors to case client files and on appointments to sell products. Scheduling training for REIT specialists. Meeting monthly and yearly REIT sale goals for headquarters.Office Administrator Leader -- 8/2012 -- CurrentDevelop and impliment systems to allign the Office Administrators with the goals of the company. Work with the Technology department to impliment systems to increase productivity of Office Administrators.
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  • Dell
    Sales Consultant
    Dell Mar 2006 - Oct 2007
    Learning products associated with Dell and the Dell website, judging customers and determining their immediate and future needs, building the system to meet these needs, meeting personal and kiosk weekly and monthly goals.
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  • Michigan State University
    Teaching Assistance
    Michigan State University Jan 2002 - May 2004
    Worked using the 16" telescope on campus to take data on various variable stars, reduced the data to find accurate periods for these stars. Data taken was in B, V, and near IR for this research; one of the projects was; bin/IBVS?5180, researched globular cluster evolution through N-body simulations, reduced the data and compared it to data from actual clusters. Modeled the evolution of globular clusters using a UNIX machine connected to a GRAPE cluster machine, ran N-body simulations using various amounts of objects to get desired results, mapped results using R to show trends in the data.
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Matt Ingber Skills

Mutual Funds Series 7 Finance Fixed Annuities Retirement Planning Equities Retirement Bonds Insurance Investments Asset Allocation Alternative Investments Series 24 Stocks Reit Financial Advisory Series 63 Securities Wealth Management Annuities Private Placements Reits Limited Partnerships Uniform Combined State Law Estate Planning Asset Management Life Insurance Accounting Regulatory Compliance Budget Management Technology Integration

Matt Ingber Education Details

Frequently Asked Questions about Matt Ingber

What company does Matt Ingber work for?

Matt Ingber works for Dai Securities, Llc.

What is Matt Ingber's role at the current company?

Matt Ingber's current role is Chief Operating Officer at DAI Securities, LLC..

What is Matt Ingber's email address?

Matt Ingber's email address is ma****@****axa.com

What is Matt Ingber's direct phone number?

Matt Ingber's direct phone number is +124882*****

What schools did Matt Ingber attend?

Matt Ingber attended Michigan State University, Michigan State University, Michigan State University ­ Lyman Briggs College.

What are some of Matt Ingber's interests?

Matt Ingber has interest in Learning, Scuba Diving.

What skills is Matt Ingber known for?

Matt Ingber has skills like Mutual Funds, Series 7, Finance, Fixed Annuities, Retirement Planning, Equities, Retirement, Bonds, Insurance, Investments, Asset Allocation, Alternative Investments.

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