Matt Westley Email & Phone Number

Establish, culture and maintain an extensive client base primarily through cold calling, conducting seminars and referrals while consistently growing business over 30 percent year over yearKeep an organized time block of daily activities and a month-to-month calendarConstantly update a pipeline database moving prospects along the process of becoming clientsAnalyze financial information obtained from clients including assets, liabilities, cash flow, insurance coverage, pension plans and tax status to determine strategies for meeting clients' financial objectivesConduct seminars and workshops for current and prospective clients on topics such as retirement planning, estate planning and the evaluation of severance packagesMeet with clients' other advisors, including attorneys, accountants and trust officers to fully understand clients' financial goals and circumstancesEducate clients on recommended strategies to reach their financial goals and objectives in areas including cash management, insurance coverage and investment planningManaged High Net Worth and institutional clients' syndicate accountsMaintain high-level of understanding on current events and financial products such as stocks, bonds, mutual funds, managed futures, structured products and insurance

Prepared quarterly investment performance monitors for pension and institutional clientsDeveloped new business proposals to assist team in obtaining new clients