Matt Lesnikowski Email & Phone Number

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

I provided asset gathering ideas to some of the best Financial Advisors in Minnesota, Wisconsin, Iowa, Nebraska and the Dakotas.I grew Mutual Fund and SMA sales from $17 Million in 2014 to $805 million in 2020 through a structured Segmentation and Advisor Profiling process that led to 85% sales outside of Morgan Stanley.I Increased new FA and FA Teams an.

Greater Minneapolis-St. Paul Area

I started covering Independant Financial Advisors in 5 states (MN, WI, IA, ND and SD) and quickly grew to cover both the Wirehouse and Independant Channels. Over my career at Pioneer I was a 6 time Presidents Club Winner and 2 time RVP of the year with 4 Territory changes over 10 years.I helped coach numerous up and coming new wholesalers to the firm.I.

I managed a Branch Complex for Prudential Securities in the Minneapolis and Wayzata markets. The Complex held $2.6 Billion in assets. $17 Million in revenue. 45 Advisors plus support staff.I was responsible for recruiting, training and retaining Financial Advisors and helping them develop their business.In 2001 our Minneapolis Branch was named Branch of.

I was a producing manager for a small complex of financial advisors in Bridgewater and Flemington NJ.Over the 4 year period my team and I doubled the number of our advisors and increased the revenue by more than 50%..The positive affect of the Advisor and revenue growth allowed the firm to split the complex into two separate entities and earned me a.

Worked for the New Jersey Regional Director for Prudential Securities responsible for the training and development of Financial Advisors in Training and Branch Managers.

Finacial Advisor in the Short Hills NJ office and Branch Managemnt Trainee. Responsible for managing the investments of my own retail clients, assist the Branch Manager in the development of Financial Advisors in Training and the recruiting of experiencedinancial Advisors from the competition.

Mutual Fund Wholesaler for the Mid Atlantic Region of Prudential Securities. Coverd NJ, PA, DE, MD, DC, VA and NC.

Massachusetts, United States

26th Military Police CompanyHonorably Discharged as an E6, acting Platoon Sergeant. Honor Graduate - Regional 1 NCO School. Army Commendation Medal, Army Achievement Medal (3 Oak Leaf Clusters)