Matthew Mainwaring, CFP®

Planning Consultant at Key Financial, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Philadelphia

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    May, 2023
    - Nov, 2024
  • Series 66
    NASAA
    Apr, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Dec, 2021
    - Nov, 2024
  • SIE
    FINRA
    Aug, 2021
    - Nov, 2024

Experience

  • Key Financial, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Planning Consultant
      • Jun 2021 - Present

  • RippleMatch
    • United States
    • Technology, Information and Internet
    • 700 & Above Employee
    • Leadership Development Intern
      • Jun 2020 - Dec 2020

      -Selected from a pool of thousands of candidates to work closely with leaders of RippleMatch’s Leadership Team -Leveraged various growth strategies and tools including social media, email marketing, presentations, and peer and faculty member networking to grow the user base and awareness on campus -Strategically assessed growth and performance metrics to improve, change and/or help design new growth strategies -Selected from a pool of thousands of candidates to work closely with leaders of RippleMatch’s Leadership Team -Leveraged various growth strategies and tools including social media, email marketing, presentations, and peer and faculty member networking to grow the user base and awareness on campus -Strategically assessed growth and performance metrics to improve, change and/or help design new growth strategies

  • Soldier Saint Steward
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Acquisitions Analyst Intern
      • May 2020 - Aug 2020

      • Responsible for all aspects of potential transactions from screening to valuation methods such as DCFs and LBOs • Conducted outreach to business brokers nationally and conducted early-stage negotiations • Responsible for all aspects of potential transactions from screening to valuation methods such as DCFs and LBOs • Conducted outreach to business brokers nationally and conducted early-stage negotiations

Education

  • Penn State University
    Bachelor of Science - BS, Finance, General
    2017 - 2021

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