Matthew D. Lamb
New York,NY
Summary
Experienced financial professional with a proven track record of delivering exceptional results across diverse organizations, ranging from large corporations to small startups. Adept at leveraging a strong work ethic and exceptional interpersonal skills to foster collaborative relationships and drive team success. Deep expertise in financial management and analysis, coupled with a keen ability to adapt to changing market dynamics, positions as a valuable asset within any organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Portfolio Consultant
GraniteShares
08.2020 - Current
- Leader of US sales efforts, number 1 asset generator in firm's history
- Cultivated relationships with National Account Team, RIAs, Independent Advisors, Institutional Investors, & Market Makers.
- Designed & Implemented firm CRM processes utilizing Hubspot to track and maintain detailed sales pipeline
- Independently drive marketing campaigns through conferences, one on one meetings, group presentations, email sequences, social media, and outbound calling
- Assisted in the launch & development of a new ETF structure, single stock leverage/inverse ETFs
- Responsible for mentoring and training new sales representatives
- Service all inbound retail/institutional client communications
- Develop and present competitive analysis utilizing Bloomberg Terminal
Director
Innovation Shares LLC
05.2018 - 08.2020
- Led all sales campaign efforts for three NYSE-traded thematic equity exchange traded funds (ETFs)
- Cultivated relationships with financial advisors, RIAs, & family offices through outbound dialing
- Developed and implemented firm's first sales process growing the THCX ETF's shares outstanding from 100,000 at July 2019 launch to peak of 1,900,000
- Responsible for generating attendance at firm hosted events, most recently at the NYSE
- Assisted in negotiations to list KOIN ETF on large discount broker's commission free platform
Relationship Manager
Fidelity Investments
12.2016 - 05.2018
- Responsible for identifying new areas of opportunity to retain & grow Fidelity assets
- Uncovered $130MM+ in net new money (money held outside of Fidelity, existing and new clients)
- Chosen to lead national sales calls to foster and implement effective outbound dialing strategies
- Region leader in outbound dialing attempts in 2017 (Average 50+ calls per day)
- Received: Q2 Excellence in Action - Q2 Relationship Manager of the Atlantic Market - Q1 & Q2 Team Unsung Hero - Stock Options
Investment Sales Representative
Fidelity Investments
07.2015 - 11.2016
- Primary point of contact for inbound sales calls
- Consistently produced 150% of flow goals
- Ranked top 5% within branch site & top 8% nationally July - November 2016
Financial Representative
Fidelity Investments
10.2014 - 06.2015
- Licensed Series 7, 63, & 66 (achieve highest scores in training class)
- Enhanced customer relationships by providing solutions to short-term and long-term needs
- Winner of Extraordinary Experience Award in March and Team MVP
Education
Bachelor of Arts - Economics, Anthropology
Union College
Schenectady, NY06.2014
Skills
- Sales and Business Development
- Strong communication and interpersonal skills
- Alternative Investments (CAIA Holder)
- Entrepreneurial spirit, self-starter, ability to multitask
- ETF Specialist
Research
Senior Economics Thesis, Union College, Student Researcher, Fall & Winter Term 2014, Calculated and regressed companies' profitability ratios to generate abnormal returns created by M&A activity in the pharmaceutical industry.
Certification
- Series 7, 66, & 63
- Chartered Alternative Investment Analysis
Timeline
Portfolio Consultant
GraniteShares
08.2020 - Current
Director
Innovation Shares LLC
05.2018 - 08.2020
Relationship Manager
Fidelity Investments
12.2016 - 05.2018
Investment Sales Representative
Fidelity Investments
07.2015 - 11.2016
Financial Representative
Fidelity Investments
10.2014 - 06.2015
Bachelor of Arts - Economics, Anthropology
Union College
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