Matthew Bloom-Krull, Mba, Cfp® Email & Phone Number

Cottonwood Heights, Ut

Matt Krull is a co-founder and managing partner at Olympus Wealth Management. He manages and preserves wealth for high net worth and ultra-high net worth clients with a focus on investments and relationship management. More specifically he leads portfolio construction, asset allocation, and manager due diligence.

Utah

Utah Market Director for Chase Wealth Management. Primary executive directly responsible for growing wealth management revenue and profits for the Utah market. Member of the Utah Market JPMorgan Chase Executive Leadership Team and Ambassador Program. Responsibilities included representing line of business at market board meetings, client events, and media events. Developed and maintained strong relationships with executives and key partners in the Consumer Bank, Commercial Bank, Business Bank and other parts of JPMorgan Chase.Lead, developed, and coached both new and tenured Investment Advisors, helping to grow their assets under management while increasing client satisfaction by 10%. Accountable for sourcing, recruiting and recommending Investment Advisor and Sales Assistant talent. Served as the point person for on-boarding new Investment Advisors, coordinating training, and providing them with the right client base. Coordinated and executed appropriate segmentation of the business assigned to each Investment Advisor. Responsible for managing existing Investment Advisor talent while also executing on retention goals.

As a Private Banker, Matt coordinated J.P. Morgan's resources for wealthy clients often working on liquidity events in excess of $20 million. These resources included private banking, investments, financial planning, trust administration and complex estate planning strategies. Matt worked with clients to first gain a thorough understanding of their goals, priorities and objectives by engaging in the financial planning process. Then, he helped design and implement appropriate strategies to provide comprehensive wealth management services including cash management, investment management, retirement planning, tax planning, and constructing personal financial statements.Developed numerous investment policy statements including institutional bond accounts, separately managed accounts, hedge funds, private equity, structured notes, commodities and foreign currency.Regularly implemented cash management strategies including operating accounts, reserve accounts, strategic cash, operating lines of credit and loans to optimize yield on client's liquidity. Experience with managing concentrated and restricted stock positions including consideration of strategic outright sales, prepaid variable forwards (collar and loan), exchange funds and outright gifting. Responsible for strategic coordination of wealth management team, internal tax partners, clients' attorneys and accountants for tax planning including strategic acceleration and deferral of income and capital gains, maximization and efficient use of estate and gift tax credits, estate freeze techniques. Member of the Utah Market JPMorgan Chase Executive Leadership Team. Executive responsible for representing Private Bank line of business at market board meetings, client events, and media events.

As a Private Bank Investor, Matt developed customized, comprehensive investment solutions designed to build and preserve his clients' wealth. To ensure superior service and coordination, he worked closely with his clients, listening to their family responsibilities, plans for retirement, near-term and long-term goals. He made customized investment recommendations based on the core principles of understanding the client’s investment objectives, recommending comprehensive investment solutions, managing their risk and monitoring and re-balancing their portfolios. Matt engaged with other JPMorgan team members to provide comprehensive wealth management capabilities that help clients meet all of their financial goals. He worked closest with JPMorgan's Private Bankers, but regularly engaged with all JPMorgan team members as well as clients' tax and estate planners to provide customized wealth management solutions.

Trusted professional advisor responsible for relationship management of high net worth clients. Managed 100 relationships with $250,000,000 AUM and $20,000,000 credit products. Developed and expanded client financial plans through identifying client needs. Coordinated with specialists to successfully cross-sell a variety of financial products and services. Implemented elegant solutions for complex deposit, credit, brokerage, investment management, and estate planning situations. Chosen to network, research, and develop prospects for individual private bank teams in Virginia.

Consulted 200 Fleet Private Bank associates during Bank of America’s acquisition of Fleet Bank. Researched, constructed, and presented policy, procedure, and systems curriculum. Mentored associates during training and motivated Fleet Private Bank associates.

Extensive experience trading stocks, bonds, mutual funds, options, and international securities. Advised clients regarding financial markets and investment strategies. Prospected for potential clients through outbound sales calls and product cross-sales. Recovered relationships with clients of ill-serviced accounts. Demonstrated excellent client service skills and received six customer service awards.

Master Of Business Administration (M.B.A.)

Bachelor’S Degree