Matthew Spratt
CFP
Ellicott City,MD
Summary
Forward-thinking Delivery Manager equipped to handle large-scale delivery planning and execution. Proficient in driving business outcomes individually and through a team, increasing customer engagement with a hands-on approach at each stage. Trains, mentors, and motivates a team of Financial Advisors to educate clients on investment strategies, retirement planning, and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
17
17
years of professional experience
Work History
Advice Delivery Manager
T. Rowe Price
05.2018 - Current
- Advocate on behalf of advice delivery to effect positive change in Advice delivery efficiency and effectiveness.
- Build lead-generating campaigns in partnership with marketing, thought leadership, advice solutions, and many other internal business partners.
- Acted as a liaison between the delivery team and business partners, effectively communicating concerns and improvement suggestions.
- Managed relationships with key stakeholders to ensure smooth project deliveries and overall satisfaction.
Education Team Supervisor Workplace Investor Service and Education (WISE)
T. Rowe Price
11.2016 - 04.2018
- Provided ongoing coaching to enhance individual performance levels while fostering teamwork among employees.
- Managed performance reviews for 15 employees, analyzing individual employee achievements and overall trends in workforce execution metrics.
- Enhanced team productivity by implementing efficient workflow processes and monitoring daily progress.
Senior Retirement Specialist
T. Rowe Price
09.2015 - 11.2016
- Coach and develop sales and consultative interaction skills to improve results
- Recruit top talent from other internal groups in the Owings Mills office.
- Collaborate with business development, leadership team, and other stakeholders to drive business forward through new initiatives, improved processes, and strong associate development.
Retirement Specialist (RS) High-Value Active Consultant
T. Rowe Price
04.2015 - 09.2015
- Effectively apply consultative sales and interaction model to help high-value participants and prospects plan for retirement.
Senior Sales and Retention Specialist (SSRS)
T. Rowe Price
10.2014 - 04.2015
- Consulted with terminated plan participants to educate them on retirement planning, investing, and personal finance to facilitate their needs with creative investment solutions
Investment Specialist (IS)
T. Rowe Price
01.2014 - 09.2014
- Contributed towards business sales growth efforts by identifying prospective clients through strong customer service and sales skills to help consolidate asset's to the firm.
Tax Associate
H&R Block
12.2012 - 02.2014
- Conducted consultative conversations with clients to assess their unique tax preparation needs
- Established relationships with existing and new clients to ensure client satisfaction and increase retention.
Commercial Bid Department Manager
N.H. Yates Inc
05.2011 - 01.2014
- Coach and develop employees of various tenure and provide regular formal evaluations
- Recruit, interview, and hire new associates
- Develop tools for sales associates to increase efficiency and effectiveness.
Customer service representative and specialty products group manager
N.H. Yates Inc
09.2007 - 04.2011
- Trained employees on multiple processes needed to work on a specialized product line
- Supervised employees as they performed daily functions.
Education
Bachelor of Arts - Business Administration
McDaniel College (formerly Western Maryland College)
Westminster, MD12.2007
Skills
- EDGE 2015 graduate
- Hold FINRA series 7, 66, and 24 licenses
- Certified Financial Planner CFP Professional since 2019
- Accredited Behavioral Finance Professional (ABFP) Since 2023
- Experienced Public Speaking
References
References available upon request
Accomplishments
MOSAIC lead team member for more than two years
Volunteered to lead "Achieving financial goals" for a local professional organization
Presented interventional wealth transfer to the Black Leadership Council BLC
Timeline
Advice Delivery Manager
T. Rowe Price
05.2018 - Current
Education Team Supervisor Workplace Investor Service and Education (WISE)
T. Rowe Price
11.2016 - 04.2018
Senior Retirement Specialist
T. Rowe Price
09.2015 - 11.2016
Retirement Specialist (RS) High-Value Active Consultant
T. Rowe Price
04.2015 - 09.2015
Senior Sales and Retention Specialist (SSRS)
T. Rowe Price
10.2014 - 04.2015
Investment Specialist (IS)
T. Rowe Price
01.2014 - 09.2014
Tax Associate
H&R Block
12.2012 - 02.2014
Commercial Bid Department Manager
N.H. Yates Inc
05.2011 - 01.2014
Customer service representative and specialty products group manager
N.H. Yates Inc
09.2007 - 04.2011
Bachelor of Arts - Business Administration
McDaniel College (formerly Western Maryland College)