MATT MORSE
Greenbrier
Overview
26
26
years of professional experience
Work History
FINANCIAL ADVISOR
Northwestern Mutual
Conway
03.2024 - Current
- Develop customized financial plans aligning with client goals and risk tolerance.
- Conducted comprehensive financial reviews to uncover opportunities for growth and optimize client portfolios.
- Educated clients on market trends, investment strategies, and financial products to enhance their investment decisions.
- Analyze investment portfolios to optimize performance and ensure compliance with regulations.
- Established new client relationships through needs assessments and tailored recommendations, resulting in increased client satisfaction.
- Collaborate with insurance providers to assess and deliver suitable coverage.
- Maintain precise client records and transaction logs to ensure regulatory compliance and streamline audit-ready documentation.
SALES ACCOUNT MANAGER
Dealership Dynamics
Conway
01.2013 - 03.2024
- Managed a portfolio of dealership accounts, increasing overall revenue by 30% over five years.
- Managed relationships with 100+ auto dealerships across Arkansas and Missouri, driving growth in financing and loan products.
- Increased auto loan penetration by 35%, contributing to $25M+ in additional loan volume.
- Developed tailored strategies to improve F&I product penetration, resulting in a 25% increase in dealer profitability.
- Provided guidance and support to dealership finance teams, improving F&I process efficiency by 20%.
- Strengthened long-term partnerships through proactive account management, enhancing dealer engagement and retention.
- Coordinated with internal teams to streamline lending operations, ensuring timely and effective client service delivery.
REGIONAL ACCOUNT MANAGER
BBVA Compass Bank
01.2006 - 01.2013
- Arkansas & Missouri
- Developed strategic sales plans to achieve regional growth objectives.
- Managed regional client relationships, enhancing service delivery and client satisfaction through proactive engagement.
- Collaborated with cross-functional teams to resolve client issues, streamlining service improvements and ensuring timely resolutions.
F&I MANAGER
Superior Chevrolet
Conway
01.2004 - 01.2006
- Managed finance and insurance processes for automotive sales transactions.
- Coordinated with lenders to secure competitive financing offers.
- Developed customized financing options for diverse customer needs.
- Reviewed customer credit applications and assessed risk levels.
- Ensured adherence to state and federal regulations in all transactions.
REGIONAL MARKET MANAGER
AT&T
Little Rock
01.2001 - 01.2004
- Led regional retail, direct, and indirect sales operations, driving measurable revenue growth across channels.
- Directed indirect sales for Memphis market, coordinating account managers across AR, TN, and MS to enhance territory coverage.
- Managed five account managers, overseeing budget to align spending with sales targets.
- Set team quotas and conducted joint client calls to increase win rates and enhance customer relationships.
Education
BS - EDUCATION
University of Central Arkansas
Conway, AR, US12-1995
Skills
- Custom financial planning
- Investment portfolio analysis
- Comprehensive financial reviews
- Developed investment strategies
- Client education
- Client relationship managementhip building
- Collaborate with insurance providers to assess and deliver suitable coverage
- Client record maintenance
- Account management
- Client relations
- Finance team support
- Managed financial operations
- Oversaw client outreach
- Dealership relationship management
- Increased auto loan penetration by 35%, contributing to $25M in additional loan volume
- Collaborated on financial solutions
- Finance coaching
- Relationship building
- Account manager oversight
Timeline
FINANCIAL ADVISOR
Northwestern Mutual
03.2024 - Current
SALES ACCOUNT MANAGER
Dealership Dynamics
01.2013 - 03.2024
REGIONAL ACCOUNT MANAGER
BBVA Compass Bank
01.2006 - 01.2013
F&I MANAGER
Superior Chevrolet
01.2004 - 01.2006
REGIONAL MARKET MANAGER
AT&T
01.2001 - 01.2004
BS - EDUCATION
University of Central Arkansas