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.
He has led the development and implementation of coaching and performance improvement programs within Professional and Financial Services entities. 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.
Joining Wealth Stewards Advisory Board in 2016, his experience has helped guide both management and individual Advisors/Consultants.