Matthew is a thoughtful organizational development professional with diverse experience gained over 30 years in financial services. Business and transition coaching are likewise core competencies.

Experience includes strategic business, marketing and sales plan development and implementation. Matthew has run product and program development—concept to launch—with supporting marketing plans, collateral and education.

Matthew has been involved with two business start-ups in financial services, which included product development, budgets and management in the areas of marketing, sales, and human resources.

He has led the development and implementation of coaching and performance improvement programs within Professional and Financial Services. A successful business and transition coach he has also developed communities of practice with the goal of creating meaningful change.

Matthew holds a Master of Education degree with a focus on educational leadership & strategy, learning theory, instructional design, and educational technology in the context of distance education. Matthew has a Bachelor of Science (Environmental Science & Economics) and holds the MTI, CIM, FCSI, and CFP designations.

With over 30 years of business experience Matthew understands the challenges facing entrepreneurs today.

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