Matt Spence
Camas
Summary
Client-focused financial professional with 15+ years of experience in investment management, retirement planning education, and relationship management within top-tier financial services organizations. Proven ability to translate complex financial concepts into clear, actionable guidance through one-on-one consultations, group workshops, and client events. Deep expertise in qualified retirement plans, portfolio strategy, and holistic financial planning, paired with strong stakeholder collaboration, and project leadership. Series 65 licensed; recognized for building trust, driving engagement, and empowering individuals to make confident financial decisions.
Overview
20
20
years of professional experience
Work History
Global Custody Management (GCM) Analyst
Fisher Investments
01.2025 - Current
- Serve as the primary relationship manager and business contact for assigned global custodial partners, ensuring high service standards for firm clients.
- Lead relationship management meetings with custodian leadership, aligning priorities and driving successful implementation of initiatives.
- Proactively identify operational, service, and process improvement opportunities to enhance efficiency and client outcomes.
- Monitor custodian performance using qualitative and quantitative metrics, addressing risks and opportunities in a timely manner.
- Partner cross-functionally with internal stakeholders to coordinate projects, timelines, and deliverables in a dynamic environment.
Investment Counselor
Fisher Investments
11.2012 - 01.2025
- Provided personalized investment advice and portfolio management for high-net-worth individuals and families, supporting long-term financial goals.
- Delivered clear, actionable education on retirement planning, asset allocation, diversification, and risk management in one-on-one client meetings.
- Built and maintained long-term client relationships through proactive communication, trust-building, and consistent follow-through.
- Analyzed client financial situations and market conditions to recommend tailored portfolio strategies aligned with client objectives.
- Utilized proprietary financial planning tools to create customized investment plans and monitor ongoing progress.
- Educated clients on market trends, behavioral finance considerations, and the importance of disciplined investment strategies.
- Collaborated with internal teams to ensure a seamless client experience across investment management, operations, and service delivery.
- Supported business development initiatives through client engagement, education, and referral opportunities.
Client Service Associate
Fisher Investments
04.2011 - 11.2012
- Supported high-net-worth clients through phone and email communication in a fast-paced, team-oriented environment.
- Coordinated account setup, transfers, and documentation between clients, custodians, and internal teams.
- Resolved operational issues efficiently while maintaining a high standard of client service and professionalism.
Operations Support
Morgan Stanley
01.2009 - 01.2011
- Supported brokerage operations, account processing, and custodial workflows.
- Ensured accuracy and timeliness of operational tasks while adhering to regulatory and firm standards.
Retention Specialist
Investools
01.2008 - 12.2008
- Engaged with clients to support retention initiatives and enhance satisfaction through education and relationship management.
Retirement Support Specialist
Utah Retirement Systems
01.2006 - 12.2008
- Delivered technical and application support across departments, ensuring reliable system performance.
- Assisted with software implementation, training programs, and process improvements to support organizational objectives.
Private Client Event Host (Concurrent Role)
Fisher Investments
- Leads investment roundtables (20 current clients), discussion-based financial education sessions focused on current market conditions and client-driven topics.
- Deliver unscripted, high-impact education by responding to participant questions in real time, fostering engagement and confidence.
- Demonstrates strong 'room control' and presentation skills to manage group dynamics and ensure inclusive participation.
- Represent the firm's philosophy, economic outlook, and capital market perspectives in a clear and approachable manner.
- Support firm-wide education initiatives designed to deepen client understanding and strengthen long-term relationships.
Education
Master of Science - Supply & Logistics Management
Seattle University
Seattle, WA, USA01.2017
Bachelor of Science - Accounting & Finance
University of Utah
Salt Lake City, UT, USA01.2011
Associate of Science - Finance
LDS Business College
Salt Lake City, UT, USA01.2007
Skills
- Retirement plan education
- Financial education for clients and participants
- Group workshops and webinars
- One-on-one consultations
- Investment strategy development
- Asset allocation expertise
- Relationship management
- Client retention strategies
- Holistic financial guidance
- Portfolio recommendations
- Fiduciary awareness
- Cross-functional collaboration
- Stakeholder engagement
- Project management and program management
- Financial communication skills
- Microsoft Excel, PowerPoint, and Word proficiency
- Salesforce and Citrix experience
- API development project management
Licensing
Series 65, Investment Adviser Representative
Timeline
Global Custody Management (GCM) Analyst
Fisher Investments
01.2025 - Current
Investment Counselor
Fisher Investments
11.2012 - 01.2025
Client Service Associate
Fisher Investments
04.2011 - 11.2012
Operations Support
Morgan Stanley
01.2009 - 01.2011
Retention Specialist
Investools
01.2008 - 12.2008
Retirement Support Specialist
Utah Retirement Systems
01.2006 - 12.2008
Private Client Event Host (Concurrent Role)
Fisher Investments
Master of Science - Supply & Logistics Management
Seattle University
Bachelor of Science - Accounting & Finance
University of Utah
Associate of Science - Finance
LDS Business College