A high-achieving, dynamic, innovative, entrepreneurial, results-oriented Sales and Operations Manager with 30 years of progressive experience in the Mutual Fund, Alternative Strategies (hedge and structured products) Private Equity/Venture Capital and Banking industry.

Matthew possesses proven sales management, coaching, relationship building and business development skills. Specific strengths in training and coaching both Wholesalers and Investment Advisors in consultative and needs-based selling, time management, segmentation and budget management

He has a reputation as a leader who develops talent, creates and instills a clear sense of direction and empowers team members to exceed targets and advance in their careers. Matthew is an accomplished public speaker who brings Social Media Strategist and Coaching skills for Investment Advisors.

Key Achievements

• Provided key support on multiple successful acquisitions and integration teams in Asset Management Space
• Built detailed Multi-tiered Segmentation plans including Prospect Identification, Time Management and Sales Accountability Plans for Wholesaling
• Multiple CRM/Salesforce integrations, including interface design and sales reporting
• Coach and Speaker on Compliant use of Social Media in Advisor Community
• Digital Strategist, including crafting  social media policy and guidelines for a major bank and dealership
• IIROC and MFDA Head Office and Analyst Management
• Lead on Portfolio Manager Searches, as well as External Sub-Advisor Searches and Contracts.