Matt McConnell

Experience

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  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
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  Charles Schwab

  Jul 2019 - now

  VP, Financial Consultant