Matthew Wright

Licensed Financial Consultant at Wright Financial Group LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Toledo, Ohio, United States, US
Languages
  • German Professional working proficiency
Skills

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Bio

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Credentials

  • Strathmore's Who's Who Worldwide
    Strathmore's Who's Who
    Feb, 2014
    - Nov, 2024
  • Honor Society
    The University of Toledo
    Dec, 2013
    - Nov, 2024
  • Forever a Buckeye Award
    The University of Toledo
    Jul, 2013
    - Nov, 2024
  • Life Insurance License
    The Ohio Department of Insurance
    Apr, 2013
    - Nov, 2024

Experience

  • Wright Financial Group LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Licensed Financial Consultant
      • Dec 2016 - Present

    • Financial Advisor
      • Oct 2016 - Present

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Personal Banker & Customer Service and Sales
      • Aug 2015 - Present

  • Cetera Advisors LLC
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Life Insurance Agent
      • Jan 2012 - Dec 2016

  • Cetera Financial Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Remote Sales & Marketing Consultant
      • Feb 2012 - Oct 2016

    • Life Insurance Agent
      • Nov 2013 - Jul 2014

      Life Insurance LicenseThe Ohio Department of Insurance, License 988563

  • Cetera Investment Services LLC
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Remote Customer Service & Marketing Professional
      • Feb 2015 - Jun 2015

      Digital Marketing, Customer Acquisition, Retention Specialist Digital Marketing, Customer Acquisition, Retention Specialist

  • HR Specialist
    • Boca Raton Fl
    • Valet Manager
      • Dec 2014 - Feb 2015

      Monitored services rendered to clients and customers and ensured optimal satisfaction Hired, trained and supervised working of staff while maintaining good relations with all parties Retention Specialist Monitored services rendered to clients and customers and ensured optimal satisfaction Hired, trained and supervised working of staff while maintaining good relations with all parties Retention Specialist

  • David M. Wright CLU, ChFC, & Associates. LLC.
    • Toledo, Ohio Area
    • Director of Marketing and Business Development
      • Jan 2012 - Jul 2014

      •Presently open & willing to discuss future employment/career options. *Marketing the company by means of Social Media Based Web links. *Cold calling and prospecting different market segments of this area's population. *Good old fashion word of mouth marketing approach, creating brand recognition and awareness. *Increasing revenue and clientele base as a direct result of such marketing strategies. *Knowledgeable in Microsoft Word, Excel, PowerPoint, Outlook *Well trained and tested in LM, Logistics Management *Trained, Taught and Tested in CRM, SCM; Applying to proper product through: *Aggressive Outsourcing, Transformational Outsourcing as well as having a Free Market Approach Show less

  • Boca Raton Resort and Club, A Waldorf Astoria Resort
    • Boca Raton, Florida
    • Customer Service Representative
      • Jul 2009 - Dec 2012

      Worked as a Customer Service Representative for Boca Raton Resort & Club for 3 years. Exemplify Extraordinary Customer Service to all Hotel guests and Members Billed guests, collecting money from guests, maintaining a precise balance sheet Supervisor to 25 others working in the Hotel Garage Promoted to Valet Manager at One Thousand Ocean Condo - Boca Executive Realty, LLC. Worked as a Customer Service Representative for Boca Raton Resort & Club for 3 years. Exemplify Extraordinary Customer Service to all Hotel guests and Members Billed guests, collecting money from guests, maintaining a precise balance sheet Supervisor to 25 others working in the Hotel Garage Promoted to Valet Manager at One Thousand Ocean Condo - Boca Executive Realty, LLC.

Education

  • University of Toledo
    BA in Business of Applied Technology (B.O.A.T.) Graduate with honors., Minor in Business Administration and Management, General
    2012 - 2014
  • Palm Beach State College
    Associate of Arts and Sciences (AAS), Business Administration and Management, General
    2010 - 2012
  • Palm Beach State College
    Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
    2009 - 2012
  • Palm Beach State College
    Associate of Arts and Sciences - AAS, Business/Commerce, General
    2008 - 2010
  • Business 101
    A Degree to take with me and apply, Business of Applied Technology
    2002 - 2010
  • University of Toledo
    Undecided, Financial Planning and Services
    2002 - 2004
  • St. Francis DeSales High School
    Graduate, Diploma
    1998 - 2002
  • Business 101

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