Matthew Dodge
Beaverton,United States
Summary
I am a wealth management professional with nearly five years of industry experience. Since joining Merrill Lynch in 2021, I have developed experience and knowledge in investment management, financial planning, retirement strategies, and client relationship management. Focusing on professionalism, integrity, and client-first approach, I am driven by a commitment to continuous learning and personal growth. I take pride in building trusted relationships, collaborating effectively with teammates and specialists, and upholding the highest standards of respect and accountability. As I continue to grow within Merrill Lynch, I remain focused on expanding my capabilities, contributing to team success, and helping clients navigate their financial lives with confidence.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Registered Wealth Management Client Associate
Merrill Lynch
Lake Oswego, OR
09.2021 - Current
- Assisted in the preparation of financial reports and investment proposals for clients.
- Conducted thorough research on market trends to inform investment strategies.
- Streamlined account onboarding procedures, improving efficiency and client satisfaction.
Financial Crimes Specialist
Wells Fargo
Beaverton, OR
09.2020 - 02.2021
- Analyzed financial transactions to identify potential fraudulent activity.
Education
Bachelor of Science - Finance
University of Oregon
Eugene, OR06-2020
Sustainable Marketing
Study Abroad
Siena, Italy06-2019
Skills
- Financial Analysis
- Client Relationship Management
- Security investment, policies, and procedures
- Written and verbal communication
- Teamwork and collaboration
- Developing financial plans
Certification
- Series 7 - March, 2022
- Series 66 - October, 2022
- CERTIFIED FINANCIAL PLANNER® - October, 2024
Timeline
Registered Wealth Management Client Associate
Merrill Lynch
09.2021 - Current
Financial Crimes Specialist
Wells Fargo
09.2020 - 02.2021
Bachelor of Science - Finance
University of Oregon
Sustainable Marketing
Study Abroad