Matthew Schooley, Cfa, Caia Email & Phone Number

Denver Metropolitan Area

• Expansion of leadership responsibilities to include strategy, platform consulting, sales enablement and engagement efforts within the Wealth and Asset Management Solutions organization. Current scope includes both.
• Lead an organization of people leaders, client-facing consultants and internal specialists with a broad range of roles and responsibilities
• Manage business aspects of distribution including budgeting, planning, organizational design and field activation
• Deliver key strategic initiatives to senior management and executive leadership to strengthen product positioning, enhance field activation and drive growth and adoption
• Serve as a liaison for the Wealth and Asset Management Solutions team with key stakeholders and partners such as a voting member of the Product Governance Committee and ambassador for Schwab’s strategic partners

Denver Metropolitan Area

• Promoted to join the sales organization to lead sales and business strategy initiatives. Elevated to manage a team of strategists with diversified areas of expertise and broad impact and coverage across Schwab.
• Strategize organizational and corporate structure to outline successful distribution strategies, including creating a business and roll out plan for a newly created business development role dedicated to supporting.
• Act as Chief of Staff to the Head of Sales and Client Engagement while leading business management functions across a 130-person organization
• Drive cross-enterprise initiatives, such as spearheading Schwab’s strategic partnership with T. Rowe Price specific to asset management distribution and field engagement activities
• Manage critical relationships with Finance, Technology and Business Intelligence partners to ensure appropriate prioritization of sales-related efforts and drive accountability
• Lead efforts to evaluate the impact of ongoing expenses, initially resulting in identifying nearly $1.5m of underutilized capital that was redeployed to support growth-oriented initiatives

Greater Denver Area

• Appointed as a centralized team to help form the new asset management enterprise of Schwab that combined multiple previously separate asset management-related entities, while setting the overall strategy in close.
• Created a long-term strategy plan and a more detailed 3-year plan for the newly established organization that was included in Schwab’s broader annual corporate strategic plan as well as to guide the strategic vision.
• Determined key performance indicators and associated reporting to assess the ongoing health of Schwab’s asset management business across critical functions
• Compiled a business case to introduce one of Schwab’s products into a new market, resulting in an external partner pledging $2m towards development and support
• Selected for and participated in Schwab’s Aspiring Leadership Program

Greater Denver Area

• Selected to join a high impact team to lead senior-level strategic initiatives to drive company-wide decision making related to investment, distribution and corporate strategy. Streamlined processes and increased.
• Developed messaging related to firm positioning, strategic vision and aspirational goals, communicated through presentations across various teams and to CSIM's Board of Directors
• Conducted investment product analysis and industry research to determine how to increase the strength of CSIM's product line-up positioning as well as understand and communicate competitive trends across the asset.
• Increased efficiency and accuracy by creating automated solutions to streamline processes leveraging both internal and external data sources

Greater Boston Area

• Promoted to specialist role in under 2 years to lead our asset allocation and multi-asset strategy efforts and manage a team of 4. Consistent focus on developing reporting solutions, enhancing competitive and business.
• Hired, trained, and managed new associates which resulted in many securing employment with various internal groups across the firm such as Risk Management, Product Management, and Business Development
• Developed product specific competitive reports for the multi-asset platform to assist with client discussions
• Generated a process to replicate the methodology of how a specific high exposure consultant evaluates strategies
• Led and organized a weekly macro meeting with multi-asset strategists to discuss and challenge the team’s positioning

Greater Boston Area

• Recruited to join the Investment Analytics team as a generalist covering all asset classes with the intent to assume a leadership role. Analyzed, evaluated and worked with the team to enhance current deliverables to.
• Created and automated a process to highlight weekly asset flow and demand trends that is shared with 200+ globally
• Conducted asset class and universe level analyses to better understand and explain the dynamics of a specific market
• Established a reputation as a point person for financial databases and tools by developing a high level of proficiency

D'Amore Mckim School Of Business

Chosen by the Associate Dean and head of the Finance Department to assist professors and support undergraduate students. Held office hours and review sessions covering topics including valuation, investment analysis, economics and corporate finance.

Greater Boston Area

• Selected as the top MBA candidate to partner with Wellington’s Director of Investment Communications. Led firm-wide efforts to compile client communications regarding firm viewpoints and commentary on market events.
• Built a quarterly book highlighting market, industry and firm trends and indicators used by 400+ members of the firm
• Initiated a process to identify, track and analyze new competitor product offerings

Ontario, Canada

Managed a team of 6 officers while developing strong leadership, discipline and work ethic. Conducted training presentations and scenarios to groups of 50+ cadets on various topics.

Mba, Finance - Investments

Activities and Societies: Graduate Finance and Investments Club, MBA Connections Networking Club, Russia International Field Study

Honors Ba, Financial Economics And Information Science

Activities and Societies: Hockey, USC Volunteer Club, Western Capital Markets, Red Cross ClubCertificate of Merit for Academic Excellence.