Matthew Creer

Matthew Creer Email and Phone Number

Client Relationship Manager and Portfolio Admin and Research Analyst @ Mitchell Anthony Capital Management
Ladera Ranch, CA, US
Matthew Creer's Location
Salt Lake City Metropolitan Area, United States
Matthew Creer's Contact Details

Matthew Creer work email

Matthew Creer personal email

n/a
About Matthew Creer

Recent finance graduate that is detail-oriented and has professional experience in sales, and the financial industry. Exceptional ability to work collaboratively with clients to use problem solving to address their needs. • Teamwork – Developed ability to work with a team environment playing baseball on championship level in high, continuing into college as a pitcher and first baseman. This translates to the professional workplace where you work to make sure everyone is aligned to achieve a common goal.• Fast-Paced Work Environment – Proven multitasking and time management skills at my prior experience at E*Trade at elite status solving client issues in less than six minutes where the benchmark was eight minutes. Also, in my current role with Mirador, • Communication Skills- Developed strong skills for in-person and written communications through in-depth client exposure and constant work with team members. Excellent understanding of financial literacy through experience and passing the SIE.Certifications:Securities Industry Essentials (SIE) examNationwide Mortgage Licensing System (NMLS)

Matthew Creer's Current Company Details
Mitchell Anthony Capital Management

Mitchell Anthony Capital Management

View
Client Relationship Manager and Portfolio Admin and Research Analyst
Ladera Ranch, CA, US
Website:
cichome.com
Employees:
1
Matthew Creer Work Experience Details
  • Mitchell Anthony Capital Management
    Client Relationship Manager And Portfolio Admin And Research Analyst
    Mitchell Anthony Capital Management
    Ladera Ranch, Ca, Us
  • Sizzling Platter, Llc
    Staff Accountant
    Sizzling Platter, Llc Oct 2023 - Oct 2024
    Murray, Utah, United States
  • Waldorf Astoria Park City
    Accounting Manager
    Waldorf Astoria Park City May 2023 - Oct 2023
    Park City, Utah, United States
  • Mirador, Inc.
    Reporting Analyst
    Mirador, Inc. Jun 2022 - May 2023
    Salt Lake City Metropolitan Area
  • U.S. Bank
    Client Relationship Consultant
    U.S. Bank Sep 2021 - May 2022
    Salt Lake City Metropolitan Area
    • Executed transactions, processed, and create applications for lending while constantly striving to improve clients overall banking experience.• Generated pipeline for loans and leads and exceeded target goal for loans.• Ensured accuracy and extreme attention to detail. Accomplished that by ensuring loans didn’t come back and cash box was perfectly in balance each day.• Completed the Nationwide Mortgage Licensing System (NMLS) certification.
  • E*Trade
    Associate Financial Service Representative
    E*Trade Nov 2020 - Sep 2021
    Sandy, Utah, United States
    • Assisted clients with account issues focusing on creating a positive customer experience with brokerage.• Developed customer relations and sales skills working directly with clients.• Acquired experience working with Financial Industry Regulatory Authority (FINRA), successfully passing the Securities Industry Essentials (SIE) licensing exam.• Generated leads pipeline to funnel into Financial Consultants for continued cultivation of opportunities.• Earned the New Hire award given employees that are the most promising to succeed.
  • Utah High School Activities Association
    Umpire
    Utah High School Activities Association Apr 2013 - Nov 2020
    Logan, Utah
    High School / Youth Baseball Umpire
  • Clearlink
    Sales Representative
    Clearlink Jun 2018 - May 2019
    Orem, Utah
    • Acquired listening skills working directly with clients to generate and close sales opportunities from incoming calls.• Exceeded sales metrics to be a top performer, ranking in the top 15% for revenue generated on a weekly basis after completion of onboarding training.• Endeavored to work jointly in a team environment to assist in the closing of sales opportunities.• Promoted customer-centric focus within sales team.

Matthew Creer Skills

Leadership Microsoft Office Teamwork Microsoft Word Microsoft Excel Customer Service Sales Microsoft Powerpoint

Matthew Creer Education Details

Frequently Asked Questions about Matthew Creer

What company does Matthew Creer work for?

Matthew Creer works for Mitchell Anthony Capital Management

What is Matthew Creer's role at the current company?

Matthew Creer's current role is Client Relationship Manager and Portfolio Admin and Research Analyst.

What is Matthew Creer's email address?

Matthew Creer's email address is ma****@****ank.com

What schools did Matthew Creer attend?

Matthew Creer attended Utah Valley University, Utah Valley University, Phoenix College, Spanish Fork High School.

What skills is Matthew Creer known for?

Matthew Creer has skills like Leadership, Microsoft Office, Teamwork, Microsoft Word, Microsoft Excel, Customer Service, Sales, Microsoft Powerpoint.

Who are Matthew Creer's colleagues?

Matthew Creer's colleagues are Mitchell Anthony Capital Management.

Not the Matthew Creer you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.