Senior Financial Advisor with Sales Leadership Tenacity

Matthew Thomas

Austin, Texas • 512-***-**** • *******.*.*********@*****.*** •

linkedin.com/in/Linkedin.com Management and Sales Professional Experienced business owner who mastered management and sales in over a decade spent in the finance industry. Highly motivated, goal-oriented, self-starting individual. Proven expertise in building and running my own business, client acquisition, sales, revenue growth, asset acquisition and networking.

WORK EXPERIENCE

Ameriprise • Austin, TX • 01/2021 - 02/2025

Financial Advisor

• Managed 315 in different families' finances, totaling $90 million dollars of assets. • Raised over $50 million in money in my career, that I then invested and managed.

• Top producer at my firm with repeated revenue of over $600,000 a year.

• Achieved an industry-high .98 ROI on my book of business through strategic investments. • Fastest at the time to achieve profitability for my practice, achieving it in only 4 years.

Edward Jones Investments • San Francisco, CA • 01/2012 - 01/2021 Financial Advisor

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Armstrong Award, McKinney Award, Ted Jones Award (less than 1% of firm), Spirit of Caring Award, 10 time TAP Winner, reached Level 8 out of 10 at firm (less than 5% of firm).

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Successfully trained over 60 different new advisors while holding regular weekly phone calls that I was in charge of the cirriculum.

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Had a top 5 CEI score in the firm, which stands for Client Excellence Index, which is graded by your own clients annonomously.

• On the day of my depature, in my 9th year I was exceeding firm expectations at a 122%.

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Successfully transferred $6 million in net new assets while navigating the 2020 market downturn, demonstrating resilience and client trust. EDUCATION

BS in Finance

The University of Texas • Rio Grande Valley

MS in Finance

University of Arizona

CERTIFICATIONS

Series 7

Series 66

VOLUNTEERING & LEADERSHIP

Alzheimers Association

San Francisco Walk Coordinator

Planned and raised money, recruited particpants and donors for the largest Alzheimers Awarness walk in the country.

Edward Jones

Performance Leader • San Francisco

In charge of getting over 20 adivors to be meeting or exceeding firm expectations. SKILLS

Business management, Client acquisition, Client relationship management, Coaching, Emotional management, Employee management, Finance, Financial advising, Financial planning, Insurance licenses, Investment management, Leadership, MBA, Negotiation, Networking, Research, Series 66, Series 7, Teaching

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