Matt McConnell

Matt McConnell

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location of Matt McConnellCarmel, California, United States

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  • Timeline

  • About me

    VP, Financial Consultant at Charles Schwab

  • Education

    • North Kansas City High School

      1988 - 1991
    • Stanford Continuing Studies

      2009 - 2016
      Creative Writing

      31 total credits, ongoing

    • University of Colorado Denver

      -
      Master of Science (MS) International Business
    • University of Missouri-Columbia

      1991 - 1996
      Bachelor of Science (BS) Business Administration (dual emphasis: Finance and Banking, Real Estate)

      Activities and Societies: Alpha Tau Omega

  • Experience

    • American Century Investments

      Sept 1996 - Jul 2019

      • Accountable for maintaining and growing a book of over 325 Platinum households, with assets exceeding $470 million• Far exceed sales goals while achieving productivity metrics with over $553 million in purchases and, since 2010, an additional $81 million in new business• Developed key Regional Sales marketing campaign to increase sales production and asset retention• Regularly collaborate with colleagues to plan, book, and host offsite client engagements such as individual consultations, seminars, and client events in California, Nevada, Arizona, and Utah Show less

      • Investor Center Manager

        Nov 2016 - Jul 2019
      • Investment Consultant, Regional Sales

        Feb 2006 - Nov 2016
      • Senior Investment Specialist, Investor Center

        Sept 2003 - Feb 2006
      • Product and Services Specialist

        Nov 1999 - Sept 2003
      • Investor Services Representative - Investor Relations Specialist

        Sept 1996 - Nov 1999
    • Charles Schwab

      Jul 2019 - now
      VP, Financial Consultant
  • Licenses & Certifications

    • Series 6, 7, 63, 66, and 24

      Financial Industry Regulatory Authority (FINRA)