Years of experience: 19
Client Relations SpecialistAdvisorCustomer ServiceFitness CoachInvestor & VCFinancial Analyst
Trust Score
Exceptionally trusted; proven professional excellence.
Matt's Career Path
Jan. 2025 -Apr. 2025
Peak American Financial Companies, Inc.Senor Wealth Advisor
Plano, Texas, United StatesEmpowering professionals, veterans, and entrepreneurs with customized financial strategies at a boutique RIA dedicated to America’s middle and upper-middle class. • Boosted returns 15% via portfolio analysis, enhancing client retention for 50+ Dallas stakeholders.
Oct. 2023 -Jan. 2025
Fisher InvestmentsInvestment Counselor, Private Client Group
Dallas, Texas, United States• Grew portfolios $11M+ for $1–3M AUM clients, ranking #1 in retention across 200+ accounts.
• Increased returns 20% by optimizing asset reviews, retaining 95% of client portfolios.
• Accelerated client acquisition 12% as Brand Ambassador, engaging 100+ Dallas prospects.
Jul. 2021 -Oct. 2023
Rockefeller Capital ManagementPrivate Wealth Associate, Rockefeller Global Family Office
Dallas, Texas, United States• Work for Forbes Best-in-Texas Wealth Management team with $800M+ in alternative investments, achieving 98% satisfaction with 20+ CEOs.
• Boosted engagement 15% with a pioneering order processing tool for 50+ accounts.
• Optimized 10% cost efficiency across $50M+ portfolios via revenue and expense tracking.
• Designed alternative investment strategies for UHNW clients, deepening trust and sp...