MATTHEW T. CECH
Timonium
Summary
I am a qualified and professional Investment Director with thirteen years of experience in the Financial Services industry. I possess strong relationship management skills, I am hard working and determined; and I put the client first.
Overview
14
14
years of professional experience
Work History
Wealth Management Associate
Morgan Stanley
11.2024 - Current
- Assisted in the development of marketing materials, increasing brand awareness and attracting new clientele.
- Implemented comprehensive financial plans for high-net-worth clients to optimize their portfolios.
- Increased assets under management by proactively identifying opportunities for portfolio growth within existing accounts.
- Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.
Investment Director
RBJ Wealth Management
07.2020 - 11.2024
- Reduced financial risks by conducting thorough due diligence on potential investments and monitoring existing assets.
- Contributed to investor relations efforts by preparing and presenting regular updates on portfolio performance, investment strategies, and market outlook.
- Directed a team of three registered representatives in day-to-day trading activities and oversaw portfolio creation and implementation.
Portfolio Associate
Morgan Stanley
03.2013 - 07.2020
- Assisted in generating new business leads through participation in networking events and active collaboration with marketing teams.
- Enhanced portfolio performance by conducting detailed research and thorough analysis of investment opportunities.
- Developed strong relationships with clients by providing timely updates on portfolio performance and addressing any concerns or queries.
- Delivered exceptional customer service while handling high-net-worth individuals'' accounts; prioritizing their unique needs and preferences.
Financial Advisor
New York Life
06.2011 - 03.2013
- Client Acquisition
- Client Relationship Management
- Cold calling, cold walking, conducting seminars and hearing ‘No’ a lot
Education
Bachelor of Science - Finance
Mount St. Mary's University
01.2010
High School - undefined
Loyola Blakefield High School
01.2006
Skills
- Series 7 (SIE)
- Series 66
- Series 31
- Portfolio Management
- Portfolio Analysis
- Alternative Investments
- MS Office Proficient
- Insurance planning
- CFP Candidate
Timeline
Wealth Management Associate
Morgan Stanley
11.2024 - Current
Investment Director
RBJ Wealth Management
07.2020 - 11.2024
Portfolio Associate
Morgan Stanley
03.2013 - 07.2020
Financial Advisor
New York Life
06.2011 - 03.2013
High School - undefined
Loyola Blakefield High School
Bachelor of Science - Finance
Mount St. Mary's University
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