Matthew Gillespie
Advisor/ Author/ Explorer
Bozeman,MT
Summary
Confident professional possessing a strong work ethic and excellent business sense. Persuasive advisor with expertise in assessing & advising on clientele needs. Energetic and communicative with 7 years of experience. Dedicated to developing meaningful client relationships and offering best solutions. Additionally I have traveled to 34 countries exemplifying a fulfilling life learning many lessons along the way.
Overview
5
5
years of professional experience
Work History
Insurance Advisor
Disability Specialists
Bozeman, MT
02.2019 - 05.2022
- Analyzed business and financial advisor customer needs/ financial situations to propose individualized policy recommendations.
- Sought out new clientele through 100% remote telephone conversations and email correspondence
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
Author
"Breakout" By Matthew The Immortal
Bozeman, MT
03.2022 - 03.2022
- Wrote and edited high-quality and visually impactful content with an exciting, captivating and authentic approach.
- This is a compilation of poetry, thoughts, love, travel and struggles of being lost.
Manager
Electric City Water Park
Great Falls , Montana
03.2018 - 09.2018
- Cross-trained existing/ new employees to maximize team agility and performance during lifeguarding.
- Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
- Maximized performance by monitoring daily activities and mentoring lifeguard teams.
Loan Assistnat
MANN MORTGAGE LLC
09.2016 - 09.2017
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Advised clients on mortgage, education and personal loans.
- Maintained strict confidentiality of bank records and client information.
- Assisted senior-level credit officers with complex loan applications.
Education
Bachelor of Science - Marketing & Management
The University of Montana
Missoula, MT05.2016
Skills
- Physical Fitness
- Emotional Intelligence
- Creativity/ Curiosity
- Leadership
- Exploring/ Traveling
- Oral and Writing Communication
Timeline
Author
"Breakout" By Matthew The Immortal
03.2022 - 03.2022
Insurance Advisor
Disability Specialists
02.2019 - 05.2022
Manager
Electric City Water Park
03.2018 - 09.2018
Loan Assistnat
MANN MORTGAGE LLC
09.2016 - 09.2017
Bachelor of Science - Marketing & Management
The University of Montana