Management Financial

MATT ROTONDI

**** ***** ***** ***** 818-***-**** Glendale, California 91206 ***********@*********.***

An accomplished and knowledgeable Financial Advisor with over 20 years of experience providing effective needs assessment, comprehensive financial strategies and customized solutions for a broad array of clients.

EXECUTIVE SUMMARY

Proven ability to cultivate long-standing relationships, helping individuals with short- and long- term investments, insurance needs, education funding, estate and retirement planning. Experience in assisting small businesses with cash management and retirement plan needs. Outstanding communication, interpersonal and presentation skills; expert in articulating sound investment philosophy and the wealth management process.

Served as training program mentor for Merrill Lynch.

AREAS OF EXPERTISE

. Market analysis . Portfolio and performance evaluation . Strategic asset and liability management

PROFESSIONAL EXPERIENCE

2001-Present MERRILL LYNCH; Los Angeles, California 1987-2001 SMITH BARNEY; Los Angeles, California

. Tax minimization . Income and asset protection . Financial and retirement planning

EDUCATION

LICENSES

Financial Advisor . Advise individuals and families on short- and long-term financial goals and retirement needs. . Work closely with money management firms, CPAs, attorneys and financial planners to best

serve the client's financial plan. . Provide expertise to small business owners on cash management and retirement plans. . Formulate and implement business development and marketing strategies to increase client

base. . Partner with other advisors, serving as internal expert on option and commodity strategies.

CALIFORNIA STATE UNIVERSITY, LOS ANGELES; Los Angeles, California Bachelor of Arts in Economics, 1985

Series 7, 66 and 3

Contact this candidate