Overview
Work History
Education
Skills
Timeline
Generic

Matthew Cole Plymale

Ogden,UT

Overview

10
10
years of professional experience

Work History

Financial Advisor

Corebridge Financial (VALIC – AIG)
03.2022 - Current
  • Experienced financial advisor specializing in retirement planning for educators and public-sector employees. Provide personalized financial guidance, conduct one-on-one consultations, and develop strategic investment and retirement plans. Regularly present at Board of Education, faculty meetings and workshops to educate staff on financial literacy, retirement options, and long-term planning strategies. (Licensed with Series 7 & Series 66) Currently managing $1.4 million in asset portfolio.

Life Insurance Agent

CORE Senior Benefits
12.2019 - 12.2021
  • Advised individuals and families on life insurance solutions, with a focus on final expense planning. Assessed client needs to recommend appropriate coverage options, including term, whole, and final-expense policies. Built trusted relationships through clear communication and personalized service, helping clients make informed decisions to protect their loved ones’ financial futures. Surpassed 6-figure deposits in the first year.

Fine Dining Server & Bartender

Jenny Lake Lodge (Vail Resorts)
05.2017 - 10.2019
  • Studied and acquired a thorough knowledge of all food and beverage aspects including a very extensive knowledge of wine and liquor. Crafted specialty cocktails from Jenny Lake Lodge’s special cocktail menu, and any other requested cocktails; equipped with a fully operational bar. Served beer and wine, by the bottle and glass, from Jenny Lake Lodge’s award-winning wine list. Hosted daily events for our in-house guests.

Front Desk Agent & Bell Staff

Jenny Lake Lodge (Vail Resorts)
05.2017 - 10.2019
  • Provided a premier lodging experience for all guests from their arrival to departure. Used fluid communication skills to interact with all guests and provided cocktail service before our dinner service. Responsible for assisting all guests with any requests made for their cabins. Added value to the AAA, 4 Diamond rated service that Jenny Lake Lodge, as a lodge and dining room provide.

Grocery Clerk (Full-Time), Head of Dairy Department

Publix Supermarkets
03.2015 - 05.2017
  • Assisted customers with all their needs throughout the entire store. Supervised the night shift crew, working alongside coworkers, making sure all required tasks are being completed in a timely manner. Stocked shelves, provided great customer service, printed signs, and trained new associates. This job relied on necessary communicative skills with not only customers, but other associates.

Education

B.B.A - Finance

Valdosta State University
Valdosta, Georgia
12.2016

B.B.A - Economics

Valdosta State University
Valdosta, Georgia
12.2016

High School Diploma -

Valdosta High School
Valdosta
05-2011

Skills

  • Effective Communicator
  • Detail-Oriented
  • Punctual
  • Efficient task management
  • Proficient in Microsoft Office
  • Experience with SAP Predictive Analytics

Timeline

Financial Advisor

Corebridge Financial (VALIC – AIG)
03.2022 - Current

Life Insurance Agent

CORE Senior Benefits
12.2019 - 12.2021

Fine Dining Server & Bartender

Jenny Lake Lodge (Vail Resorts)
05.2017 - 10.2019

Front Desk Agent & Bell Staff

Jenny Lake Lodge (Vail Resorts)
05.2017 - 10.2019

Grocery Clerk (Full-Time), Head of Dairy Department

Publix Supermarkets
03.2015 - 05.2017

B.B.A - Finance

Valdosta State University

B.B.A - Economics

Valdosta State University

High School Diploma -

Valdosta High School

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