Matthew Creer Email and Phone Number
Matthew Creer work email
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Matthew Creer personal email
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)
Mitchell Anthony Capital Management
View- Website:
- cichome.com
- Employees:
- 1
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Client Relationship Manager And Portfolio Admin And Research AnalystMitchell Anthony Capital ManagementLadera Ranch, Ca, Us -
Staff AccountantSizzling Platter, Llc Oct 2023 - Oct 2024Murray, Utah, United States -
Accounting ManagerWaldorf Astoria Park City May 2023 - Oct 2023Park City, Utah, United States -
Reporting AnalystMirador, Inc. Jun 2022 - May 2023Salt Lake City Metropolitan Area -
Client Relationship ConsultantU.S. Bank Sep 2021 - May 2022Salt 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. -
Associate Financial Service RepresentativeE*Trade Nov 2020 - Sep 2021Sandy, 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. -
UmpireUtah High School Activities Association Apr 2013 - Nov 2020Logan, UtahHigh School / Youth Baseball Umpire -
Sales RepresentativeClearlink Jun 2018 - May 2019Orem, 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
Matthew Creer Education Details
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Finance -
Finance -
General Studies -
High School Diploma
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?
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Matthew Creer
Emergency Medical Technician At North West Ambulance Service Nhs TrustManchester Area, United Kingdom -
Matthew Creer
United Kingdom -
Matt Creer
New York, Ny6mbww.com, ipgmediabrands.com, initiative.com, hotmail.co.uk, umww.com, hugeinc.com1 (212) 8XXXXXXX
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1gmail.com
1 +192928XXXXX
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