Sr. Client Relationship Manager
Current
Apr 2024 - Present
AeroLeads people directory · profile
Matt Daggett, Cfa Email & Phone Number
Sr. Client Relationship Manager
at
Dimensional Fund Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Sr. Client Relationship Manager
Location
United States, United States, United States
Who is Matt Daggett, Cfa? Overview
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Quick answer
Matt Daggett, Cfa is listed as Sr. Client Relationship Manager at Dimensional Fund Advisors, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Matt Daggett, Cfa.
Matt Daggett, Cfa previously worked as Vice President, Principal Sales Engineer at Factset and Vice President, Customer Success Manager - Strategic Accounts at Factset. Matt Daggett, Cfa holds Bachelor'S Of Business Administration, Accounting, Finance from Loyola University Chicago.
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Dimensional Fund Advisors
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Profile bio
About Matt Daggett, Cfa
Drawing from more than 13 years of experience in the dynamic financial technology industry, I've had the privilege of collaborating with global teams and engaging with clients across the world. My expertise in Customer Success and Sales Engineering, coupled with my CFA charter, has equipped me with a profound understanding of the distinctive needs and challenges faced by financial services firms.Beyond my professional pursuits, I cherish spending quality time with my family, exploring outdoor adventures through running and cycling (I'm a Peloton enthusiast, but don't worry, it's not the only thing I talk about), and indulging my passion for soccer.
Current workplace
Matt Daggett, Cfa's current company
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6 roles
Matt Daggett, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President, Principal Sales Engineer
I help financial services clients optimize their technology operating model by leading solutions workshops. I'm skilled in diagramming tools, such as Microsoft Visio and LucidChart, and whiteboarding tools such as Mural to help facilitate large meetings. These efforts lead to significant efficiencies, reduction of technical debt, and helps clients in their.
Jun 2021 - Aug 2023
Vice President, Customer Success Manager - Strategic Accounts
As a Principal Customer Success Manager I covered some of our largest global accounts, working with asset managers managing a combined $2 trillion in AUM. In order to achieve my KPIs I routinely met with Chief Investment Officers, Portfolio Management teams, and Wealth Managers to discuss industry trends and challenges and how our solutions could help..
Jan 2013 - Jun 2021
Senior Consultant
I tailored complex Excel models of financial statements including historical and pro-forma data utilizing FactSet and Excel functions (including Visual Basic for Applications) to meet client requirements. I frequently met with and mentored new hire consultants to assist with execution on projects and provide guidance in the early stages of their careers
Mar 2012 - Jan 2013
Consultant
I received the quarterly Global Client Satisfaction award based on client survey scores by delivering superior client service via e-mail and phone to clients globally on the support desk. I was the local support resource for a global asset manager and large asset owner responsible for retention of $6M in annual subscription value (ASV).
Jul 2010 - Feb 2012
Intern
-Researched commercial and industrial real estate for potential business-Completed appraisals of properties for government appeal boards-Assisted service staff with filing and documentation of personal property returns
May 2008 - Jul 2010
1 education record
Matt Daggett, Cfa education
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Loyola University Chicago
FAQ
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Quick answers generated from the profile data available on this page.
What company does Matt Daggett, Cfa work for?
Matt Daggett, Cfa works for Dimensional Fund Advisors.
What is Matt Daggett, Cfa's role at Dimensional Fund Advisors?
Matt Daggett, Cfa is listed as Sr. Client Relationship Manager at Dimensional Fund Advisors.
Where is Matt Daggett, Cfa based?
Matt Daggett, Cfa is based in United States, United States, United States while working with Dimensional Fund Advisors.
What companies has Matt Daggett, Cfa worked for?
Matt Daggett, Cfa has worked for Dimensional Fund Advisors, Factset, and National Bureau Of Property Administration.
How can I contact Matt Daggett, Cfa?
You can use AeroLeads to view verified contact signals for Matt Daggett, Cfa at Dimensional Fund Advisors, including work email, phone, and LinkedIn data when available.
What schools did Matt Daggett, Cfa attend?
Matt Daggett, Cfa holds Bachelor'S Of Business Administration, Accounting, Finance from Loyola University Chicago.
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