Russ Mathews - MBA

Experience

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  Wells Fargo Securities

  Feb 1994 - Jun 1996

  Associate Financial Advisor & Trust Administrator

  Junior Financial Advisor & Trust Administrator

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  Deloitte

  Jan 1997 - Jan 2005

  Senior Manager

  8+ years. Senior Manager – Enterprise Risk Services, Risk ConsultingMajor Clients Served: Charles Schwab & Co, Janus Mutual Funds, Wells Fargo Bank, VISA Intl, Coors Brewing Company, Frontier Airlines, Disney, World Savings, The Gap, Bebe Stores, Pacific Stock Exchange, Great West LifeResponsible for acquiring, selling and leading a variety of projects including:• Sales & Implementation of IT risk management & enterprise risk mgmt. projects • FSI ERP application controls and risk assessments • Sales & Implementation of Customer Information Privacy & Security Assessments • IT risk & controls assessments at major FSI accounts • Risk intelligence & analytics engagements Show less

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  Acxiom Corporation

  Dec 2005 - Nov 2009

  Consulting Practice Leader

  Beijing, Shanghai, USA. Helped establish and build the consulting practice for this Fortune 500 big data and analytics focused marketing services company.

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  Ernst & Young

  Jun 2011 - Jul 2013

  Director, Office Of the Chairman Accounts, Financial Services Clients Asia Pac.

  Executive Director - Office of the Chairman Accounts, Asia Pacific | Financial Services OrganizationMajor Clients: AIA, AIG, Zurich, AXA, Credit Suisse, CitigroupAccount Director for Asia Pacific across 6 Office of the Chairman designated, major accounts. Responsible for overall account management, relationship management, business development, and coordinating project leaders across all countries in Asia Pacific (x- Japan) for all EY Advisory services (except audit).

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  Accenture

  Jul 2013 - Jun 2014

  Partner / Managing Director

  Managing Director in the Financial Services practice, with a focus on management consulting, technology & outsourcing services to multi-national life, health & general insurance companies & asset managers.

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  Principal Financial Group

  Oct 2015 - Feb 2017

  Principal Financial & Investment Advisor

  Investment Advisor. Helping individuals and business owners in the USA manage, grow and protect their wealth.

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  TD Ameritrade

  Feb 2017 - May 2019

  Sr. Financial Consultant

  Senior Investment Advisor for over 850 mass affluent ($250K -$1MM) and affluent ($1MM+) clients.

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  Mathews Capital Management

  May 2019 - now

  Founder & CEO

  CEO & founder of a unique registered investment advisory company ("RIA"). I created this firm for those who prefer customized strategies and tactical investment management vs.the same old cookie cutter portfolios (or 'buy and hold' for 30+ years). MCM brings a deep focus on Individual stocks, ETF's and conservative options trading strategies to boost your portfolio and manage the downside risk.