Matthew Atwood, CFP®
Investment Strategist at TIMEWISE FINANCIAL, LLC- Claim this Profile
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Bio
Michael Pinkstaff
It is rare that you come across someone as talented and intuitive as Matthew. I have had the pleasure of working alongside him for 5 years during my time at Athens Y Camp rising through multiple promotions with him. I have witnessed his ability to motivate, lead, and deliver day in and day out. Matthew's insatiable appetite for success doesn't go unnoticed and makes an asset to any organization. More than that, his quick wit and genuine nature makes a truly world-class colleague.
Michelle B.
I was honored with the opportunity to manage Mr. Atwood as an intern and highly recommend him for any position in which he is qualified. He brought a refreshing can do attitude and a desire to learn about his role as well as the industry in which he was working. He is a true example of an Eagle Scout: problem solver, hard worker, professionalism, kindness, manners, and works well with all those around him. He is extremely bright, a fast learner and always locates a way to add value to his role. I look forward to seeing wonderful accomplishments in his future.
Michael Pinkstaff
It is rare that you come across someone as talented and intuitive as Matthew. I have had the pleasure of working alongside him for 5 years during my time at Athens Y Camp rising through multiple promotions with him. I have witnessed his ability to motivate, lead, and deliver day in and day out. Matthew's insatiable appetite for success doesn't go unnoticed and makes an asset to any organization. More than that, his quick wit and genuine nature makes a truly world-class colleague.
Michelle B.
I was honored with the opportunity to manage Mr. Atwood as an intern and highly recommend him for any position in which he is qualified. He brought a refreshing can do attitude and a desire to learn about his role as well as the industry in which he was working. He is a true example of an Eagle Scout: problem solver, hard worker, professionalism, kindness, manners, and works well with all those around him. He is extremely bright, a fast learner and always locates a way to add value to his role. I look forward to seeing wonderful accomplishments in his future.
Michael Pinkstaff
It is rare that you come across someone as talented and intuitive as Matthew. I have had the pleasure of working alongside him for 5 years during my time at Athens Y Camp rising through multiple promotions with him. I have witnessed his ability to motivate, lead, and deliver day in and day out. Matthew's insatiable appetite for success doesn't go unnoticed and makes an asset to any organization. More than that, his quick wit and genuine nature makes a truly world-class colleague.
Michelle B.
I was honored with the opportunity to manage Mr. Atwood as an intern and highly recommend him for any position in which he is qualified. He brought a refreshing can do attitude and a desire to learn about his role as well as the industry in which he was working. He is a true example of an Eagle Scout: problem solver, hard worker, professionalism, kindness, manners, and works well with all those around him. He is extremely bright, a fast learner and always locates a way to add value to his role. I look forward to seeing wonderful accomplishments in his future.
Michael Pinkstaff
It is rare that you come across someone as talented and intuitive as Matthew. I have had the pleasure of working alongside him for 5 years during my time at Athens Y Camp rising through multiple promotions with him. I have witnessed his ability to motivate, lead, and deliver day in and day out. Matthew's insatiable appetite for success doesn't go unnoticed and makes an asset to any organization. More than that, his quick wit and genuine nature makes a truly world-class colleague.
Michelle B.
I was honored with the opportunity to manage Mr. Atwood as an intern and highly recommend him for any position in which he is qualified. He brought a refreshing can do attitude and a desire to learn about his role as well as the industry in which he was working. He is a true example of an Eagle Scout: problem solver, hard worker, professionalism, kindness, manners, and works well with all those around him. He is extremely bright, a fast learner and always locates a way to add value to his role. I look forward to seeing wonderful accomplishments in his future.
Credentials
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Certified Financial Planner (CFP)
CFP BoardDec, 2021- Nov, 2024 -
Series 63
FINRA (Financial Industry Regulatory Authority)Mar, 2018- Nov, 2024 -
Series 7
FINRA (Financial Industry Regulatory Authority)Mar, 2018- Nov, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Georgia Department of InsuranceAug, 2019- Nov, 2024 -
Series 65
FINRA
Experience
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TimeWise Financial
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United States
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Financial Services
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1 - 100 Employee
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Investment Strategist
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Jun 2019 - Present
Responsibilities: - Create Quarterly News Letter updating clients on current market climate. - Meet with investment representatives to vet security offerings within firms portfolio. - Research securities within the portfolio to evaluate security selection/performance within fund offerings. - Place trades on behalf of clients. - Aided clients in structuring financial plans in an effort to achieve long term financial goals. - Respond to client’s objections to mutual funds & market conditions - Read all broker/dealer correspondence - Read mutual fund correspondence - Business planning – comparing various employer plan options - Maintain up to date literature inventory for most utilized investments - Maintain year end checklists - retirement plan checklists & RMD checklists Show less
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UPS Supply Chain Solutions
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United States
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Transportation, Logistics, Supply Chain and Storage
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700 & Above Employee
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Pricing Analyst - Ocean Freight
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Jan 2019 - May 2019
Evaluates Price Quote Requests (PQRs) from the field for accuracy, completeness, and validity to ensure all information is provided to fulfill the pricing request Analyzes rate/routing options Builds queries using various database tools to understand customers’ current contracts, volume, and rates to determine pricing necessary to win or retain business and what value proposition UPS can provide Collaborates with Sales and Pricing personnel as needed to gather all relevant data not included in the PQRs Evaluates competitive situations, current market conditions, and profitability of accounts to formulate sales/pricing strategies Develops appropriate sales/pricing strategies to position UPS effectively and appropriately in relation to the competition and marketplace while taking profitability and contribution into consideration Completes bid acceptance checklists of contracts or addendums from Sales in addition to bid response forms to ensure accurate implementation of contracts and customer information Submits completed bid acceptance checklists, bid response forms, bid worksheets, and cost summaries to the appropriate group to begin implementation Responds to internal and external requests from a wide variety of groups to provide pricing solutions and clarify information needs for account setups Communicates with groups around the globe to ensure timely responses to inquiries Audits contracts or addendums for accuracy and completeness before they are sent to the field to ensure contracts and addendums are correct Provides contracts to Sales, who then present to customers for signing and execution Show less
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E*TRADE from Morgan Stanley
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Financial Services
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700 & Above Employee
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Senior Financial Services Representative-Elite Client Services
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Jan 2018 - Dec 2018
Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues. Further strengthen customer relationships by articulating the competitive advantage of E*TRADE FINANCIAL’s product offering and its value proposition by anticipating needs and proposing (cross-selling) solutions. Demonstrate a passion for driving sales, following through on commitments, process efficiency, and time management. Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client’s investment needs Understand and proactively identify leading indicators of client attrition and mitigate risk Ability to grasp and apply complex technical material quickly and manage workload effectively Maintain a high level of personal integrity and comply with the Code of Conduct as stated by E*TRADE FINANCIAL Proactive and anticipates situations, develops proposals, and positive solutions Successfully communicate with various support groups and make use of all internal systems and resources available to obtain the necessary information to resolve inquiries for clients. Show less
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Mansfield Energy Corp
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United States
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Oil and Gas
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400 - 500 Employee
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Credit Analyst Intern
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May 2017 - Jul 2017
Analyze 150+ financial statements for public and private companies worldwide in order to determine Tangible Net Worth, Working Capital and Cash Flow’s Sharpen analytical skills by evaluating collections data in order to determine payment probability and trade credit worthiness Assign 150+ trade credit limit’s ranging from $50K to $45M Analyze Dun and Bradstreet/Moody’s in order to evaluate each firm’s creditworthiness. Evaluate fixed price contract exposure on commodity agreements Collaborate with team members to minimize Mansfield’s risk profile and increase efficiency Refined service skills by reaching out to 200+ executives in order to obtain private entities financials Show less
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Athens Y Camp
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Tallulah Falls, Georgia
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Supervisor
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May 2010 - Jun 2017
I serve as a Supervisor at Athens Y Camp for Boys. This camp has promoted Christian values as well as leadership skills since 1898. I am fortunate enough to have attended since 2004 and strive to aid in the promotion of value in each and every member of our younger generation that attends. I look at my camp experiences as an asset that many were not fortunate enough to be apart of. I serve as a Supervisor at Athens Y Camp for Boys. This camp has promoted Christian values as well as leadership skills since 1898. I am fortunate enough to have attended since 2004 and strive to aid in the promotion of value in each and every member of our younger generation that attends. I look at my camp experiences as an asset that many were not fortunate enough to be apart of.
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Education
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2014 - 2017
University of North Georgia
Bachelor’s Degree, Finance, General -
2010 - 2014
Habersham Central High School
High School Diploma, High School/Secondary Diplomas and Certificates
Community
