Sales Financial

Matthew E. Connor, CFP

**** ****** ***** - ******, ************* 02067 - 508-***-**** -

***********@*******.***

CAREER EXPERIENCE

GENESIS CAPITAL ADVISORS, INC., Stoughton, Massachusetts

January 2009 - April 2010

Financial Advisor

. Create, implement, and continually review financial plans that

included strategies designed to help clients pursue their long

term goals

. Partner with 3 financial advisors that have a combined 60 years of

industry experience

. Perform financial planning for all clients of the firm, including tax

planning, asset allocation, retirement planning, and college planning

RMK ASSOCIATES, LLC, North Attleboro, Massachusetts

May 2008 - December 2008

Financial Advisor

. Mentored by a financial advisor and

estate planner that had 30 years of

industry experience

. Devised and executed business

development strategies to attract and

acquire new clients

. Conducted seminars throughout the community on a range of

financial planning topics

JOHN HANCOCK FINANCIAL, Boston, Massachusetts

August 2005 - May 2008

Business Development/Wholesaler

. Worked in partnership with 6 external wholesalers

prospecting Financial Advisors that have never sold John

Hancock products

. Promoted the sales of John Hancock Venture Variable

Annuities and 529 plans

. Effectively built relationships with internal and external

partners, striving towards common goals

. Within 6 months, grew sales from $0 to $11 million

FIDELITY INVESTMENTS, Smithfield, Rhode Island

July 2003 - August 2005

Inside Wholesaler

. Increased sales by 50% in 2004 and finished 122% of goal for the

year

. Placed 1st out of 24 coworkers in Sales Excellence Presentation

Competition

. Partnered with wholesaler to build relationships with targeted

broker/dealers, wirehouses, banks, and insurance agencies

. Drove sales growth for over 70 Fidelity Advisor fund products,

including 401k and 529 plans

EDUCATION

University of Colorado

Boulder, Colorado

Leeds School of Business

Graduation Date: May 2002

Area of Emphasis: Finance

Cumulative GPA: 3.3, Major GPA: 3.68

CREDENTIALS

CERTIFIED FINANCIAL PLANNER

Enrolled Agent - Admitted to practice before the IRS

FINRA Series 7, 6 and 65

Massachusetts Life and Health Insurance

Contact this candidate