Matthew Goldman
Phoenix
Summary
Investment Consultant with experience in providing strategic financial advice and portfolio management. Known for strong analytical skills, deep understanding of market trends, and ability to develop tailored investment strategies. Strong focus on collaborative teamwork and consistently achieving client objectives. Reliable and adaptable, proficient in risk assessment, client relations, and financial planning.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Investment Consultant
Charles Schwab & Co
07.2024 - Current
- Increased client satisfaction by providing personalized investment strategies and financial planning advice.
- Educated clients on various asset classes, tax implications, and risk factors associated with different investment products.
- Delivered informative and engaging presentations to prospective clients, showcasing the firm''s expertise in wealth management and investment advisory services.
- Implemented streamlined processes for efficient client account management and improved communication channels.
- Assisted clients in achieving their financial goals through the development of tailored portfolios and risk management plans.
Franchise Services Specialist (C.B.O.)
Charles Schwab & Co
05.2023 - 07.2024
- Worked with Independent Branch Leaders and assisted with reassignments/unassignments of clients.
- Streamlined service processes for increased efficiency and improved customer experiences.
- Collaborated with cross-functional teams to develop and implement service improvements.
- Managed high-volume workloads, prioritizing tasks to ensure timely completion and quality results.
Financial Services Representative - High Net Worth
Charles Schwab & Co
04.2021 - 07.2024
- Recommend appropriate solutions to clients that align with their investment goals.
- Engage clients in robust discussions encompassing market conditions, trends, and investment education in a fast-paced call environment.
- Work in a team-based environment that assists with high net worth individuals, daily trading, and managed account solutions.
- Specialized within "Schwab Intelligent Portfolios", helping clients with day to day needs and questions on management of the product.
Server
Yard House
07.2018 - 03.2021
- Manage closing duties to include restaurant cleanliness
- Provide an exceptional dining experience for all patrons
- Promote, present and sell all items on the menu in an effort to bundle and up sell
Recreation Leader
Jurupa Community Services District
09.2016 - 06.2018
- Supervise participants of program. Assist in implementing activities of program (sports and crafts)
- Assist in preparation of reservations for their facilities and serving the public to their needs.
- Explained principles, techniques and safety requirements of different activities to participants to prevent injury.
Recreation Leader
City of Corona
02.2013 - 08.2016
- Enforce rules and regulations of recreational facilities to maintain discipline and ensure safety.
- Organize, lead, and promote interest in recreational activities.
- Established, identified and assessed event goals and intended outcomes.
Education
Bachelor of Arts - Digital Culture-Business Marketing
Arizona State University
Skills
- Leadership skills
- Outstanding oral and Communication skills
- Computer Technology- proficient in Adobe PS, Word, Excel, PowerPoint, Salesforce
- Customer relationship building
- Financial markets
- Investment strategy
Certification
- Series 7
- Series 63
- Series 65
Accomplishments
Eagle Scout Rank
Timeline
Investment Consultant
Charles Schwab & Co
07.2024 - Current
Franchise Services Specialist (C.B.O.)
Charles Schwab & Co
05.2023 - 07.2024
Financial Services Representative - High Net Worth
Charles Schwab & Co
04.2021 - 07.2024
Server
Yard House
07.2018 - 03.2021
Recreation Leader
Jurupa Community Services District
09.2016 - 06.2018
Recreation Leader
City of Corona
02.2013 - 08.2016
Bachelor of Arts - Digital Culture-Business Marketing
Arizona State University
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