Associate Client Relationship Mananger
As an Associate Client Relationship Manager, Matt is responsible for preparing account reviews and analyses for client review meetings. He works closely with the Client Relationship Managers, ensuring that all client tasks are completed accurately and promptly. Matt prepares investment portfolios and conducts investment manager selection. Prior to joining Maller Wealth Advisors, Matt was the General Manager of a private country club in the Baltimore area for twelve years before choosing a new career path in financial services in 2015. His high level of service and client interaction experience, coupled with his real-world business experience, is an asset that Matt brings to his role at Maller Wealth Advisors.
Education and Certifications
Series 7, 63, and 65 securities registered
Life, Health, and Variable Annuity licensed
Baltimore Estate Planning Council