Matt Hessler
Brookfield,WI
Summary
An aspiring Wealth Management Associate at Aspiriant with expertise in financial management and creative problem solving. Proven track record in enhancing client relationships and streamlining processes for improved efficiency. Skilled in advanced Excel and financial modeling, delivering actionable insights that drive strategic decision-making. Committed to achieving client financial goals through proactive engagement.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
Aspiriant
10.2024 - Current
- Gather financial information and prepare statements of net worth, cash flow projections, and other tools for use in wealth planning engagements
- Prepare and review long-term capital sufficiency analyses based on personal financial goals, financial data, tax rates and other investment assumptions
- Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and email messages
- Proactively recognize client issues, propose solutions and add insight to analysis
- Participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions
- Work individually and alongside the team, to develop new business opportunities and cultivate new client relationships
Mutual Fund Specialist
US Bank
03.2023 - 10.2024
- Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies and their shareholders
- Executed trades, liquidations, redemptions, and exchanges per request of shareholders or mutual fund relationship managers
- Processed in specialized and complex funds that required greater attention to detail and knowledge
- Improved day-to-day workflow processes to be more efficient
Wealth Operations Manager
Wells Fargo Advisors - Integrity Wealth Advisors
10.2021 - 10.2022
- Opened brokerage accounts and processed service requests Executed IRA conversions and rollovers, DOD valuations, annuity, and equity transfers
- Created detailed budget plans and performance reports
- Adhered to compliance procedures
- Built and maintained client relationships
- Performed quality control and fulfilled client requests
- Took the initiative to improve processes for greater efficiency and accuracy
Education
Master of Science - Finance
University of Wisconsin, Whitewater
Whitewater, WI12-2022
BBA - Finance
University of Wisconsin, Whitewater
Whitewater, WI05-2021
Skills
- Financial Analysis and Research
- Wealth Management
- Data Analytics
- Forecasting
- Financial Modeling
- Advanced Excel
- Technical Accounting
- Business Operations
- Creative Problem Solving
Certification
- Bloomberg Market Concepts
April 2021
- Wall Street Prep
May 2021
Timeline
Wealth Management Associate
Aspiriant
10.2024 - Current
Mutual Fund Specialist
US Bank
03.2023 - 10.2024
Wealth Operations Manager
Wells Fargo Advisors - Integrity Wealth Advisors
10.2021 - 10.2022
Master of Science - Finance
University of Wisconsin, Whitewater
BBA - Finance
University of Wisconsin, Whitewater
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