Matthew Williams

• Negotiated favorable terms with vendors and suppliers, reducing overall expenses for the firm.
• Managed high-net-worth client portfolios, ensuring optimal asset allocation and diversification.
• Delivered engaging presentations at industry conferences, showcasing expertise and attracting new clients.
• Collaborated with cross-functional teams to develop innovative financial products tailored to clients'' needs.
• Mentored junior consultants, promoting a culture of continuous learning and professional development.

• Generated detailed investment reports for client meetings, focusing on portfolio performance and market trends.
• Fostered strong relationships with high-net-worth clients to provide tailored financial guidance.
• Streamlined internal processes to enhance team efficiency in account opening and trading execution tasks.
• Directed operational risk management initiatives by implementing comprehensive controls within team workflow procedures and protocols.

• Networked to identify potential new clients and expand geographic territories.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances
• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

• Provided critical support to UBS Wealth Management, Private Wealth Divisions by acting as the dedicated point of contact at our UBS Wealth Advice Center (WAC)
• Partnered closely with UBS Field FAs, CSAs and the leadership team to drive new client acquisition goals (migrations and referrals) to the WAC
• Evaluated client needs to deliver appropriate UBS products and services to meet clients' financial goals
• Acted as a dedicated point of contact to our UBS field partners for all of their client-related matters and WAC inquires

• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Worked with clients to support understanding of rationale and details of financial strategies.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Kept client financial plans optimized for current market trends and economic conditions.
• Expanded client base through targeted marketing efforts and referrals from satisfied customers.
• Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.

• Conducted in-depth market research to identify new investment opportunities for clients'' portfolios.
• Developed comprehensive financial plans for clients, addressing their unique needs and goals.
• Implemented tax-efficient investment strategies, optimizing client portfolio performance.
• Monitored economic trends and regulatory changes to provide informed advice and guidance to clients.
• Collaborated with cross-functional teams to deliver holistic financial planning services to high-net-worth clients.
• Mentored junior advisors on industry best practices and successful wealth management techniques.

• Supervised a team of 12-16 branch employees and made recommendations regarding performance evaluations.
• Trained and developed new team members in alignment with branch service standards and objectives.
• Implemented process improvements to increase productivity.
• Developed sales strategy to meet established sales objectives.
• Received regional branch recognition award for 175% sales increase.
• Developed and managed employee schedules, balancing individual requests and requirements with business needs
• Proactively identified solutions for customers experiencing credit issues.
• Compiled closing packages for drafting and presentation accuracy.
• Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
• Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.