Matt Stirling Email & Phone Number

Southfield, Michigan, United States

• Provide financial advisors with current regulatory compliance guidance to the organization via seminars, webinars, and one-on-one interactions.• Monitor required industry-related systems such as trade supervision, email review, check documentation, client file reviews, and advertising submission.• Conduct routine advisor practice audits to provide education to 100+ financial advisors and to maintain a satisfactory level of compliant business practices.• Computer skills in Microsoft Excel, PowerPoint, Teams, and Word.• Experience in CRM programs such as Salesforce, SmartOffice and Zoho.

Greater Detroit Area

Current Head Coach of the ACHA DIII Hockey TeamAssistant Coach of the ACHA DIII Hockey Team in the 2017 - 2018 seasonDuties include:- Scheduling games, practice and team events throughout the season.- Directing, managing and developing players into quality people on and off the ice.- Developing systems to help with recruiting, marketing and practice management to better suit the program.- Building a process to make the program run in an organized and effective manner.

Southfield

As an associate wealth manager with Michigan Financial Companies, I provide clients with the products and services to help them reach their future financial goals. Some of these products and services include retirement funding, wealth accumulation, business succession planning, business 401(k) planning and estate planning.

Ann Arbor, Mi

Ann Arbor, Mi

Bachelor’S Degree, Finance

Oakland University DI/DIII hockey teams and on the Student Managed Investment Fund (SMIF).

General Requirements, English, Mathematics And Science

General Requirements fulfilled in English, Mathematics and Science.

High School, Regular/General High School Diploma

Activities and Societies: Varsity Hockey and Varsity Baseball