Summary
Overview
Work History
Education
Skills
Certification
Languages
Honors And Awards
Timeline
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Matthew Dayton Pertzsch

Philadelphia,PA

Summary

Dynamic entrepreneur and sales manager with over a decade of proven leadership experience specializing in driving business growth and enhancing operational efficiency. Expertise in business development strategies, financial management, and project oversight has consistently resulted in increased revenue through innovative budgeting techniques and creative online marketing initiatives. Recognized for a distinguished track record of fostering employee retention and achieving exceptional client satisfaction, contributing to an award-winning history in the industry. Committed to leveraging strategic insights and a results-driven approach to propel organizational success.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Owner/Manager

Catterson Consulting LLC
04.2020 - Current
  • Developed and executed strategic marketing plans to enhance client engagement and retention.
  • Identified operational efficiencies, resulting in streamlined processes and improved service delivery.
  • Cultivated strong relationships with clients, fostering long-term partnerships and repeat business.

District Manager

Greenix
12.2017 - 03.2020
  • Managed five top-tier branches with over 250 employees & 25,000 residential clients.
  • Evaluated financial, operational, and sales structure to gain a 22% increase in operational efficiency.
  • Grew district profit margin 35% and generated over $164 million dollars in sales revenue.
  • Created employee licensing program which elevated retention to historically high levels.

Financial Advisor Manager

Vanguard
05.2010 - 11.2017
  • Supervised over 650 individual and small business accounts and over 110 in-house advisors.
  • Executed investment guidance, inheritance guidelines, tax codes and contribution limits.
  • Maintained over 98% satisfaction rating, top overall department rating in entire company.
  • Promoted as a team leader and onboard trainer.

Education

Bachelor of Arts - Sociology

Villanova University
Villanova, PA

Master of Business Administration (M.B.A.) - Management & Finance

Villanova University
Villanova, PA

Skills

  • Project oversight
  • Sales leadership
  • Strong verbal communication
  • Analytical problem solving
  • Collaborative teamwork
  • Team leadership
  • Effective time management
  • Analytical reasoning
  • Customer relationship management
  • Critical thinking abilities
  • Concise messaging abilities
  • Client engagement
  • Building professional connections

Certification

Chartered Financial Analyst (C.F.A.)

Languages

Spanish
Limited Working
French
Elementary
Japanese
Elementary

Honors And Awards

Eagle Scout, Boy Scouts of America

Timeline

Owner/Manager

Catterson Consulting LLC
04.2020 - Current

District Manager

Greenix
12.2017 - 03.2020

Financial Advisor Manager

Vanguard
05.2010 - 11.2017

Bachelor of Arts - Sociology

Villanova University

Master of Business Administration (M.B.A.) - Management & Finance

Villanova University
Matthew Dayton Pertzsch