Payton Matsui
Lakeville,MN
Summary
Dynamic and motivated professional seeking a challenging position within a reputable organization that encourages growth and development. Eager to leverage a diverse skill set and a strong commitment to continuous learning to contribute effectively to team objectives. Proven ability to adapt quickly to new environments and challenges, ensuring the delivery of high-quality results. Passionate about utilizing knowledge and expertise to drive success and innovation in the workplace.
Overview
9
9
years of professional experience
Work History
Paraplanner
Vermillion Wealth Management
05.2025 - 08.2025
- Rebalancing customer portfolio's manually on excel
- Modeled financial data for staff and customer use.
- Conducted thorough risk assessments for each client profile, enabling tailored advice that addressed individual needs.
- Ensured compliance with regulatory requirements by staying current on industry rules, regulations, and standards.
- Managed monthly, quarterly and yearly client billing cycles.
- Prepared the review meeting information for the Advisors to present to the clients.
- Prepared clear and concise reports that facilitated advisor-client communication and decisionmaking.
- Worked everyday in Charles Schwab Advisor Center and Advyson.
Project Specialist
Viaflex
01.2025 - 06.2025
- Led cross-functional project teams, driving 20% faster delivery of key internal and customer initiatives.
- Managed project milestones and deadlines, enhancing stakeholder alignment and boosting project delivery by 20% using internal tracking systems.
- Assist in planning and scheduling project tasks, ensuring resources and information are organized and accessible.
- Communicate with various departments to gather necessary inputs, resolve issues, and maintain workflow continuity.
- Identify opportunities for process improvement and contribute to the development of more efficient operational procedures.
- Maintain accurate documentation and assist with reporting to support project transparency and accountability.
- Adapt to shifting priorities and help problem-solve in fast-paced environments to keep projects on track.
Sales and Marketing Rep
Plum Tree Solutions
06.2022 - 06.2025
- Manage customer relationships by coordinating orders, addressing questions, and ensuring timely delivery of promotional products.
- Developed and scheduled compelling social media content, boosting visibility by 30% and customer engagement by 25%.
- Assemble custom promotional product packages tailored to client needs, supporting branding and marketing initiatives.
- Assist with product sourcing and pricing to meet client specifications and budget constraints.
- Collaborate with team members to support day-to-day sales operations and identify new opportunities for growth.
- Maintain organized records of customer orders, preferences, and feedback to improve service and retention.
- Represent the company with professionalism and reliability in all client-facing interactions.
Instructor
APX Hockey
06.2018 - 08.2024
- Directed on-ice and off-ice training for 30+ players, enhancing skills and strategies, leading to an increase in overall performance.
- Provide individualized coaching to help athletes improve technique, confidence, and overall hockey IQ.
- Communicate regularly with players and parents to provide feedback, track progress, and reinforce development goals.
- Serve as a mentor and role model, helping young athletes develop leadership, work ethic, and sportsmanship.
Associate Head Coach
Minnesota Icemen
03.2016 - 08.2019
- Assisted in coaching 50+ youth players across multiple age groups (05, 06, 08, 09) during summer sessions, fostering skill development and teamwork.
- Guided young players in hockey strategies and ice navigation, enhancing their skills and confidence in gameplay.
Education
Masters - Masters of Business Administration
Augustana University
Sioux Falls, SD05.2025
Bachelors degree -
University of AlaskaFairbanks
Fairbanks, AK05.2024
High School diploma - undefined
St. Thomas Academy
Mendota Heights, MN06.2018
Skills
- Customer Relationship Management
- Money transfers
- Sales & Marketing Strategy
- Team Leadership
- Communication & Interpersonal Skills
- Problem Solving & Critical Thinking
- Continuous learning mindset
- Deadline oriented
- Coaching & Mentoring
- Adaptability in Fast-Paced Environments
- Financial software expertise
- Excel proficiency
Timeline
Paraplanner
Vermillion Wealth Management
05.2025 - 08.2025
Project Specialist
Viaflex
01.2025 - 06.2025
Sales and Marketing Rep
Plum Tree Solutions
06.2022 - 06.2025
Instructor
APX Hockey
06.2018 - 08.2024
Associate Head Coach
Minnesota Icemen
03.2016 - 08.2019
High School diploma - undefined
St. Thomas Academy
Masters - Masters of Business Administration
Augustana University
Bachelors degree -
University of AlaskaFairbanks
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