Matthew Lawler
Dallas,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative
Fidelity Investments
Westlake, TX
07.2023 - Current
- Delivered comprehensive support and education to clients, empowering them to make well-informed financial decisions.
- Counseled clients to help them achieve their unique goals through investment strategies and retirement planning.
- Instrumental in facilitating Fixed Income trading activities with emphasis on CDs and Treasuries for effective asset allocation conversations.
- Utilized in-depth market research and conducted portfolio analysis to identify potential investments and evaluate risk for client portfolios
Customer Relationship Advocate
Fidelity Investments
Westlake, TX
03.2022 - 06.2023
- Facilitated seamless execution of trades for clients while handling financial transactions and assessing margin balances.
- Efficiently navigated clients through multiple resources while delivering exceptional customer service
Home Loan Specialist/JR Underwriter
PennyMac Financial Services
Plano, TX
09.2019 - 01.2022
- Ensured documentation met investor guidelines and internal overlays for residential loan applications resulting in final approval underwriting decision for conventional loans.
- Assessed all elements of the credit decision making process, including credit analysis, asset verification, and mortgage and liability verification.
- Calculated various types of income such as self-employment, wages, retirement, trust, and alimony based on investor requirements using internal calculator tools.
Education
BBA - Finance
Texas Tech University
Lubbock, TX05-2019
Skills
- Asset Allocation
- Wealth Management
- Portfolio Management
- Investment strategies
- Financial Planning
- Retirement planning
Certification
- Series 7
- Series 66
- Series 63
- SIE
Accomplishments
- Brought in 32 million YTD through rollovers and TOAs
Timeline
Investment Solutions Representative
Fidelity Investments
07.2023 - Current
Customer Relationship Advocate
Fidelity Investments
03.2022 - 06.2023
Home Loan Specialist/JR Underwriter
PennyMac Financial Services
09.2019 - 01.2022
BBA - Finance
Texas Tech University