Financial Advisor

Matthew D. Steinhour

Saint Augustine, Florida 904-***-**** **********@*****.***

Motivated achiever with highly visible management accountability eager to build upon prior expertise and add tangible value.

Strengths include: Risk Analysis (Financial and Operational); Project Management; Business Continuity and Exemplary Communication Skills.

Professional Profile

Financial Advisor, Edward Jones

St. Johns, Fl, September 2012 to Current

-Identify and develop portfolio solutions including customized investment management methodologies

-Obtained independent office and staff 24 months ahead of schedule due to exemplary performance based on internal benchmarks

-Establish and maintain communication paths with both internal and external vendors and support

-Present asset allocation strategies specifically designed to balance risk analysis with client needs

-Implement process improvement techniques that create a high level of efficiencies

Create and facilitate workshops, seminars and presentations for hundreds of local residents and business owners

Financial Representative, Fidelity Investments

Jacksonville, Fl, February 2012 to September 2012

-Assist in transactions and maintenance of Fidelity Investments’ client base

-Created two distinct training programs specializing in enhancing verbal communication skills

-Implement team initiatives designed to improve efficiency and effectiveness

-Consistently exceeded performance expectations on all internal benchmark criteria

Business Continuity Consultant, Value Continuity/Fidelity National Financial

Jacksonville, Fl, March 2008 to February 2012

-Created the Business Continuity and Technology Recovery Program for Fidelity National Financial, a local Fortune 500 company which is currently utilized by approximately 15,000 employees nationwide to implement effective local recovery plans.

-Led virtual team which implements over 50 Business Continuity Plans, Disaster Recovery tests, and Risk Analysis Reports across North America annually.

-Process mapped top Fidelity National Financial revenue sources: ServiceLink, LoanCare, and Property

-Insight including over 200 vendor relationships

-Identified critical path vendors and created Business Continuity Plans and Disaster Recovery Plans detailing outage contingencies.

-Developed comprehensive plan used to bridge information gap between Data Center application criticality and End User needs.

-Implemented on site training and testing using industry standards (DRII, NIST, COBIT) which satisfied specific client needs as well as Federal and State regulations.

-Directed local team in creation of tracking and monitoring software designed to maintain the Business Continuity and Technology Program.

Director of Mortgage Operations, Ginn Financial Services

Palm Coast, Fl, August 2005 to February 2008

-Facilitated Secondary Market sell of $135 million in bulk real estate lot loans with a total arbitrage over 5%.

-Investigated multiple servicing relationships and executed the contract negotiations for the final loan sub servicer for all Ginn Financial Services held loans.

-Negotiated, Established, and Maintained vendor relationships incorporating domestic as well as international service partners.

-Led National Lending, International Lending, and Underwriting Departments which together were responsible for creating $225 million mortgage portfolio in less than two years.

-Established and maintained comprehensive lending program utilizing Calyx Point, MSP and LPS Desktop.

-Developed financial strategies to capitalize on the conversion rate for UK clients (avg. 1.84 GBP = 1 USD).

-Portfolio UK mortgagors increased from 10% of total portfolio to 22% within first six months of implementation.

-Integrated products, servicing, recording and purchasing between US, UK and Bahamian sectors.

-Established underwriting guidelines that mirrored FNMA Single Family and Condominium requirements with an average loan amount of $1 million, as well as a personal underwriting authority of $6 million.

-Developed individualized training programs focusing on customer service, process efficiencies, and risk assessment, resulting in a 15% decrease of processing times and completion of $225 million in end user financing.

Priority Lending Officer, Merrill Lynch Credit Corporation

Jacksonville, FL, March 1996 to August 2005

-Specialized in Real Estate transactions for Merrill Lynch's High Net Worth and/or High Profile Client base.

-Managed a monthly inventory goal of $85 million to $110 million, with an excess of 95% closure rate.

-Maintained a minimum of 90% Client Satisfaction rating through extreme market fluctuations.

-Functioned as Team Lead through remaining five years at Merrill Lynch Credit Corporation.

-Led multiple TQM and process improvement teams in order to improve functional efficiencies.

Education & Certification

Series 66 Certification, 2013

Series 7 & 63 Certification, 2012

DRII CBCP Test Passed, 2010

American Sign Language Interpreter, Florida School for the Deaf and Blind, 2009

Leatherman Leadership, Merrill Lynch CC Leadership Training Program, 2004

Bachelor of Science in Business Management, Graduating GPA 3.90, University of Phoenix, 2003

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