Matthew Williams

• Discussed financial options with clients and provided informed suggestions.
• Met with members to understand goals and recommend solutions to fit specific needs.
• Liaised with customers and funding sources to identify and remove roadblocks to business funding.
• Compiled and analyzed data to determine approaches to improve sales and performance.
• Networked to identify potential new clients and expand geographic territories.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Offered competitive commercial banking solutions and retail financing options.

• provided critical support to UBS Wealth Management, Private Wealth Divisions by acting as the dedicated point of contact at our UBS Wealth Advice Center (WAC)
• partnered closely with UBS Field FAs, CSAs and the leadership team to drive new client acquisition goals (migrations and referrals) to the WAC
• developed marketing and collateral to effectively position WAC partnerships within my assigned market
• conducted proactive outreach to field partners to engage in practice management conversations, books reviews, and provided education on the benefits of partnering with our WAC
• performed onsite meetings and presentations
• evaluated client needs to deliver appropriate UBS products and services to meet clients' financial goals
• acted as a dedicated point of contact to our UBS field partners for all of their client-related matters and WAC inquires
• was an expert on the entirety of the WAC’s products, services and operational framework
• maintained a robust knowledge of the firm’s tools, techniques and investment advisory solutions
• delivered customized solutions and the full resources of UBS to clients onboarding onto the Wealth Advice Center platform

• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Worked with clients to support understanding of rationale and details of financial strategies.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Kept client financial plans optimized for current market trends and economic conditions.
• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.

• Demonstrate effective understanding of risk mitigation through daily decision making, role proficiency, and situational awareness that achieves business and client objectives
• Proactively educated internal and external partners on procedures, processes, available tools and resources, and business updates
• Delivered consistent and superior client experience (with both internal and external clients), excelled at meeting clients' needs, and, as appropriate, uncovered new opportunities to create deeper client relationships/partnerships.
• Assisted with onboarding and training new representatives. Supported new reps through our training process, being the primary point of contact for them, and partnering with our OED team to ensure successful onboarding and training experience.
• Served as point of contact to peers and business partners with complex questions, escalations and time sensitive issues; recognized and communicated trends to foster ideation and initiated discussions on process improvement.

• Built and maintained relationships with affluent consumer and small business clientele
• Referred $2 million in assets to Wells Fargo Advisor group
• Closed $1 million in home equity loan volume
• Responded to customer requests via telephone and email and effectively answered questions and inquiries.
• Coached personal bankers on effective investment referral strategies and sales techniques.

• Top 10% of Wealth Advisors in Phoenix office for 9 out of 12 months in my 1st year
• Brought in $20 million in manageable assets in my time as an Advisor
• Selected to participate and complete USAA's management training program
• Top performer in Phoenix office for life insurance and annuity premiums in 2016
• Coached and mentored a team of advisors
• Conducted 1 on 1 performance evaluations, sales coaching, call reviews, and annual performance reviews
• Implemented advisor's schedules based on business forecast models

• Established plans and payoffs for customers' loans, prioritizing control of overall costs.
• Proactively identified solutions for customers experiencing credit issues.
• Monitored pipelines to track and log status of loans.
• Compiled closing packages for drafting and presentation accuracy.
• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
• Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
• Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.

• Supervised a team of 8 branch employees and made recommendations regarding performance evaluations.
• Trained and developed new team members in alignment with branch service standards and objectives.
• Implemented process improvements to increase productivity.
• Developed sales strategy to meet established sales objectives.
• Received regional branch recognition award for 175% sales increase.
• Developed and managed employee schedules, balancing individual requests and requirements with business needs.