Matt Pileski

• Responsible for cultivating new relationships through various client-sourcing strategies in order to build a book of business
o Strategies include residential/business prospecting, social media, seminars, networking, and referrals
• Create individual strategic plans for clients by collecting and analyzing financial data to determine which products best suit the client’s needs for reaching short and long-term financial goals
• Conduct quarterly face-to-face client meetings to review, analyze, and make recommendations to their existing plan based on any new information gathered
• Maintain a deep understanding of various investment vehicles and communicate their value to clients by monitoring current market conditions
• Provide added value to clients by providing an in-depth understanding of the fixed income markets and the ability to convey in laymen’s terms how to navigate that complex market

• Marketed and sold fixed income securities including U.S. Government agency debt, whole loan mortgages, corporate bonds, taxable and tax- exempt municipal bonds, mortgage backed securities, and structured products to institutional and middle market investors.
• Built relationships with institutional and middle market investors such as insurance companies, municipalities/public entities, banks, trust companies, investment advisors, and asset managers nationwide

• Marketed and sold fixed income securities including U.S. Government agency debt, whole loan mortgages, corporate bonds, taxable and tax- exempt municipal bonds, mortgage backed securities, and structured products to institutional and middle market investors.
• Built relationships with institutional and middle market investors such as insurance companies, municipalities/public entities, banks, trust companies, investment advisors, and asset managers nationwide

• Provided coverage of all sales representatives and traders in the Baltimore, Chicago, and Atlanta sales offices by answering phones, relaying pertinent information, and processing trade tickets as needed