Matt Stirling

Experience

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  Mancinos Pizza and Grinders

  Apr 2010 - Aug 2012

  Crew Member
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  Polo Fields Golf and Country Club

  Apr 2013 - Aug 2014

  Outside Staff
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  Dunleavy Wealth Management

  Jun 2016 - Jan 2021

  Associate Wealth Manager - Dunleavy Wealth Management

  As an associate wealth manager with Michigan Financial Companies, I provide clients with the products and services to help them reach their future financial goals. Some of these products and services include retirement funding, wealth accumulation, business succession planning, business 401(k) planning and estate planning.

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  Oakland University Hockey Club

  May 2017 - now

  Oakland University ACHA DIII Hockey Coach

  Current Head Coach of the ACHA DIII Hockey TeamAssistant Coach of the ACHA DIII Hockey Team in the 2017 - 2018 seasonDuties include:- Scheduling games, practice and team events throughout the season.- Directing, managing and developing players into quality people on and off the ice.- Developing systems to help with recruiting, marketing and practice management to better suit the program.- Building a process to make the program run in an organized and effective manner.

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  Michigan Financial Companies

  Jan 2021 - now

  Director of Compliance and Financial Planning Unit

  • Provide financial advisors with current regulatory compliance guidance to the organization via seminars, webinars, and one-on-one interactions.• Monitor required industry-related systems such as trade supervision, email review, check documentation, client file reviews, and advertising submission.• Conduct routine advisor practice audits to provide education to 100+ financial advisors and to maintain a satisfactory level of compliant business practices.• Computer skills in Microsoft Excel, PowerPoint, Teams, and Word.• Experience in CRM programs such as Salesforce, SmartOffice and Zoho. Show less