Matthew J. Moreno
Bay City,MI
Summary
Highly motivated professional with nearly 20 years of entrepreneurial and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals.
Overview
16
16
years of professional experience
Work History
Insurance Agency Owner
Moreno Insurance Agency, LLC
Saginaw , MI
2010.11 - 2023.03
- Created and implemented marketing strategies for increasing clientele, developing and deepening relationships with existing customers, and expanding the agency's presence in the community.
- Managed daily operations including goals and sales tracking, budgeting, forecasting, staff development, payroll administration, compliance and customer service.
- Developed marketing plans to generate leads through referrals, cold calling activities, sponsorships and advertising, community involvement, business networking forums and other promotional events.
- Prospected target markets to provide comprehensive insurance policy plans tailored to the specific needs of new individual, family and commercial clients.
- Earned LUTCF designation alongside being licensed for Property & Casualty, Commercial, Life & Health insurance policy sales and administration
Financial Advisor
Bank of America Merrill Lynch
Saginaw , MI
2006.11 - 2010.10
- Developed financial plans and strategies tailored to clients' individual needs.
- Built, cultivated and deepened relationships with existing and new clients
- Advised and collaborated with individuals and commercial clients on retirement planning strategies including IRA, Roth IRA, 401k, SEP/SIMPLE and other long term investing plans
- Monitored client portfolios to ensure that recommended investments remained in line with their goals and objectives.
- Series 7 & 66 as well as Life & Health licensed during tenure
Education
BBA - Business Administration
Saginaw Valley State University
University Center, MI2005-04
Skills
- Policy Analysis
- Staff Development
- Wealth Management
- Investments and Financial Planning
- Client Relations
- Sales and Marketing
- Risk Assessment
- Portfolio Management
- Underwriting Analysis
- Business Development
- Communications
Timeline
Insurance Agency Owner
Moreno Insurance Agency, LLC
2010.11 - 2023.03
Financial Advisor
Bank of America Merrill Lynch
2006.11 - 2010.10
BBA - Business Administration
Saginaw Valley State University
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