MATTHEW ESHACK- ♦-
PROFESSIONAL SUMMARY
A driven professional with over 10 years of experience in finance, affluent client services and analytics. Attention to detail & organization are key
factors in my success. Understanding a client's core needs and building relationships that provide value are what makes me an asset to any team.
5+ years Retirement
Specialist
5+ Years Affluent Client
Service
5+ Years Extensive Sales
Experience
5+ Years Experience
building & maintaining
effective relationships with
clients & partners
SKILLS
Envision & eMoney
software proficient
Excellent verbal, written
& interpersonal
communication skills
Brokerage client support
experience
Corporation business
support experience
Expert in organization &
multitasking
High attention to detail &
accuracy
High pressure work
environment preferred
Ability to prioritize work,
meet deadlines &
achieve goals
Knowledge and
understanding of financial
services consumer lending
products
High motivation with
ability to successfully meet
team objectives
Experience mentoring &
peer-coaching others
WORK HISTORY
Registered Client Associate, 04/2021 to Current
Wells Fargo Advisors, Private Client Group – Cherry Creek, Colorado
Assist in managing 400mm+ in AUM
Mentoring with 2 Senior Financial Advisors - Providing value in appointments with clients
Providing support with client service, analysis, and financial operations
Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
Facilitate Financial Advisor and client requests for account related information and/or quotes, schedule and prepare for appointments
with new or prospective clients, establish client accounts, prepare forms, research account inquiries and/or issues
Execute various functions including coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the
firm's regulatory requirements, and establishing and to support efforts to service and grow client relationships
Registered Personal Banker II, Business Specialist, 03/2019 to 04/2021
Wells Fargo – Arvada, Colorado
Acquire, deepen & retain relationships by helping clients succeed financially & give exceptional service
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo clients to meet their needs and
grow the business
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and preplanned appointments
Review and analyze moderately complex costumer concerns for possible resolution though discretionary application of applicable
resolution protocols
Sales Representative, 01/2018 to 02/2019
HomeAdvisor, Inc. – Golden, Colorado
Registered Personal Banker II, 01/2014 to 01/2018
Wells Fargo – North Palm Beach, Florida
Personal Banker, Small Business Specialist, 11/2012 to 11/2013
JPMorgan Chase – Palm Beach Gardens, Florida
CERTIFICATIONS
Series 7 – General Securities Representative Exam
Series 66 – Registered Agent & Investment Advisor
Series 63 - Uniform Securities Agent State Law Examination
Series 6 - Investment Company Products/Variable Contracts
SIE - Securities Industry Essentials
2-14 Life and Variable Annuity and Products Insurance License
