Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Matthew Minshew

Dallas,TX

Summary

Experienced financial services professional with over 14 years of experience in the retail and independent structure. Highly trained in client management, sales management, training/mentoring, product knowledge, and outside sales vendor relationships. Trust and transparency are the motto's to live by when you are in the Financial Services Industry.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Sr. Regional Annuity Specialist

Charles Schwab
Westlake, TX
02.2022 - 04.2023
  • Analyzed customer data to determine annuity eligibility and product selection.
  • Provided support to customers regarding their annuities through phone calls and emails.
  • Assisted with the development of new annuity products and services.
  • Reviewed annuity contracts to ensure compliance with state regulations.

Business Owner

Self
Dallas, TX
04.2020 - 01.2022
  • Negotiated contracts with vendors for supplies and services.
  • Developed business plan to secure financial backing from investors.

Sales Manager

Rockgate Financial
DALLAS, TX
05.2015 - 02.2020
  • Established relationships with key clients, while maintaining existing customer base.
  • Created and presented monthly reports to management on sales performance.
  • Managed daily operations of sales department, including supervision of staff members.
  • Helped with the merger of two broker dealers.
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.

Registered Representative

New York Life Insurance Co
DALLAS, TX
01.2009 - 03.2015
  • Developed and maintained relationships with clients by providing financial advice, guidance and services.
  • Maintained current knowledge of products, services and regulations to ensure compliance with industry standards.
  • Analyzed client portfolios for potential risk factors, tax implications and investment opportunities.
  • Had over 15 million in annuity sales during my 6 years and 2 million in fixed sales.

Education

BBA - Finance

The University of Texas At Dallas
Richardson, TX
01.2011

Some College (No Degree) - Finance

Texas Tech University
Lubbock, TX

Skills

  • Product and service management
  • Profit and revenue-generating strategies
  • Sales tracking
  • Market intelligence
  • Sales presentations
  • Market and competitive analysis
  • Financial records analysis
  • Lead generation
  • Business Planning
  • Financial service knowledge
  • Sales development

Certification

  • Texas Life and Health Licensed
  • SIE
  • Series 6
  • Series 66

Timeline

Sr. Regional Annuity Specialist

Charles Schwab
02.2022 - 04.2023

Business Owner

Self
04.2020 - 01.2022

Sales Manager

Rockgate Financial
05.2015 - 02.2020

Registered Representative

New York Life Insurance Co
01.2009 - 03.2015

BBA - Finance

The University of Texas At Dallas

Some College (No Degree) - Finance

Texas Tech University

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Matthew Minshew