Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Matthew Green

Parkland County

Summary

Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.

Overview

10
10
years of professional experience

Work History

Financial Advisor

Matthew J. Green Financial
07.2023 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Heavy Duty Mechanic

SMS Equipment Inc - Acheson
05.2021 - 02.2023
  • Diagnosed faults or malfunctions to determine required repairs, using engine diagnostic equipment.
  • Established a reputation for exceptional problem-solving skills, acting as a go-to resource for colleagues encountering complex mechanical issues in the field.
  • Increased efficiency in the workplace by consistently organizing tools, equipment, and workspaces for optimal productivity.
  • Reduced downtime of essential equipment through timely diagnosis and repair of mechanical issues, ensuring smooth operations at all times.

Light and Heavy Duty Mechanic

Clean Harbors
05.2018 - 08.2021
  • Diagnosed faults or malfunctions to determine required repairs, using engine diagnostic equipment.
  • Established a reputation for exceptional problem-solving skills, acting as a go-to resource for colleagues encountering complex mechanical issues in the field.
  • Increased efficiency in the workplace by consistently organizing tools, equipment, and workspaces for optimal productivity.
  • Scheduled maintenance for industrial machines and equipment and kept equipment service records.

Customer Service Rep and Equipment Sales

Cervus Equipment
07.2014 - 05.2018
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Education

Canadian Investment Funds Course - Canadian Investment Funds

IFSE Institute
05.2024

HARMONIZED LIFE LICENSING QUALIFICATION PROGRAM - HLLQP

Remic
06.2023

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Retirement planning
  • Financial Advising
  • Sales and Marketing
  • Risk Assessment
  • Client Relations
  • Wealth Management
  • Retirement needs

Languages

English
Native or Bilingual

Timeline

Financial Advisor

Matthew J. Green Financial
07.2023 - Current

Heavy Duty Mechanic

SMS Equipment Inc - Acheson
05.2021 - 02.2023

Light and Heavy Duty Mechanic

Clean Harbors
05.2018 - 08.2021

Customer Service Rep and Equipment Sales

Cervus Equipment
07.2014 - 05.2018

Canadian Investment Funds Course - Canadian Investment Funds

IFSE Institute

HARMONIZED LIFE LICENSING QUALIFICATION PROGRAM - HLLQP

Remic

Similar Profiles

CREATE PROFILE
Matthew Green