Matthew Doyal

PenFed Wealth Management is a team of dedicated wealth advisors bringing enhanced value to the membership of PenFed Credit Union. My role is overall program direction, strategy and execution.

Created and developed a corporate workplace benefit program focused on cutting-edge Financial Wellness employee benefits. My group created a tangible change in an employee's financial situation, leading with education and providing the tools to engage employees in their workplace. I led the program development and managed the employees in sales roles.

Award of Excellence winner.

Responsible for team goals in an extremely competitive environment. Rated on asset growth, customer satisfaction, sales and overall profitability. Managed 12-15 employees at once with direct focus on coaching, development, training and balanced performance. Responsibility: $91 MM business unit. Managed multiple offices at once, project manager of training and implementation. Developed business plans and financial proposals to key stakeholders. Managed marketing activities in designated functional area. Highly developed analytical skills and report creation and management. Talent development, expertise in Card, Mortgage, Demand Deposit space. Labor sourcing, vendor relations, Commercial Lending.

Sales of Non-FDIC as well as FDIC insured investment products in a retail bank environment. Managed my own financial planning practice, including lead generation, client acquisition, and client service. Administered a multi-million dollar book of business. Sold wealth management products, mutual funds, wrap accounts, fee based accounts as well as individual equity positions. Generated lead sources from three bank branches with $90MM in deposits. (Bridgewater, New Jersey)