Matthew Salem

Financial Advisor & Paraplanner at Sentinel Asset Management, LLC.
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Contact Information
us****@****om
(386) 825-5501
Location
New Haven, Connecticut, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor & Paraplanner
      • Jan 2023 - Present

    • Insurance Specialist
      • Oct 2022 - Present

      Specializing in retirement income distribution, estate planning, risk management, and long term care planning

    • United States
    • Insurance
    • 700 & Above Employee
    • Licensed Insurance Agent
      • Apr 2022 - Oct 2022

      Catering to retirees to provide the most comprehensive medical planning and protect their retirement savings Catering to retirees to provide the most comprehensive medical planning and protect their retirement savings

  • CT Clinical Services
    • New Haven, Connecticut, United States
    • Property Maintenance
      • Mar 2020 - Mar 2022

      Maintained 16 residential and office properties for a local mental health treatment center. Diagnosed and repaired plumbing, electrical, and structural problems in the facilities. Coordinated equipment and materials for major renovations for residential properties and commercial office space in downtown New Haven Maintained 16 residential and office properties for a local mental health treatment center. Diagnosed and repaired plumbing, electrical, and structural problems in the facilities. Coordinated equipment and materials for major renovations for residential properties and commercial office space in downtown New Haven

    • Sales Development Representative
      • Dec 2018 - Mar 2020

      Maintained SQL database of images and product information for the online marketplace. Lead online/social media marketing strategy. Logistics management - Inventory management, coordinated transport of incoming and outgoing products, documented and verified all cargo. Consistently surpassed sales quota of $75,000 per quarter Maintained SQL database of images and product information for the online marketplace. Lead online/social media marketing strategy. Logistics management - Inventory management, coordinated transport of incoming and outgoing products, documented and verified all cargo. Consistently surpassed sales quota of $75,000 per quarter

Education

  • Holberton School
    Certificate, Computer Software Engineering
    2020 - 2022
  • The Brooks School
    High School/Secondary Diplomas and Certificates
    2014 - 2017

Community

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