Matthew Marcinkiewicz
Agawam
Summary
Experienced in building strong client relationships, mentoring new hires, and skilled in risk assessment and decision making. Poised to leverage expertise as an investment operations director.
Overview
19
19
years of professional experience
1
1
Certification
Work History
New Business Consultant
MML Investor Services
Springfield
03.2007 - Current
- Performed suitability review of new business to ensure it is within industry standards and also complies with Company policies and procedures.
- Collaborated with cross-functional teams to enhance client service.
- Provided coaching and mentorship to junior consultants.
- Built strong relationships with our financial services representatives to enhance the ease of doing business.
- Presented finding and recommendations to senior management when necessary.
Education
Mechanical Engineering
Holyoke Community College
Holyoke, MASkills
- Attention to detail
- Time management
- Task prioritization
- Team building and collaboration
- Risk assessment
Certification
- S7
- S24
- S4
- S53
Timeline
New Business Consultant
MML Investor Services
03.2007 - Current
Mechanical Engineering
Holyoke Community College
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