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  • Svendsen Resume

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    Matthew S. Svendsen is seeking a position to use his skills and outgoing personality to further develop team member knowledge, enhance client relations, and promote a company. He has over 9 years of financial industry experience and is currently pursuing his Master's degree in Adult Education and Training. Svendsen is currently a Senior Registered Client Associate and Officer at Wells Fargo Advisors where he manages over $750 million in client assets and develops positive client relationships. He has also owned and operated his own entertainment business, increasing revenue year over year while obtaining high value clients.

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    Matthew S. Svendsen is seeking a position to use his skills and outgoing personality to further develop team member knowledge, enhance client relations, and promote a company. He has over 9 years of financial industry experience and is currently pursuing his Master's degree in Adult Education and Training. Svendsen is currently a Senior Registered Client Associate and Officer at Wells Fargo Advisors where he manages over $750 million in client assets and develops positive client relationships. He has also owned and operated his own entertainment business, increasing revenue year over year while obtaining high value clients.

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    47 views1 page

    Svendsen Resume

    Uploaded by

    api-301893629
    Matthew S. Svendsen is seeking a position to use his skills and outgoing personality to further develop team member knowledge, enhance client relations, and promote a company. He has over 9 years of financial industry experience and is currently pursuing his Master's degree in Adult Education and Training. Svendsen is currently a Senior Registered Client Associate and Officer at Wells Fargo Advisors where he manages over $750 million in client assets and develops positive client relationships. He has also owned and operated his own entertainment business, increasing revenue year over year while obtaining high value clients.

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    © All Rights Reserved
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    of 1

    Matthew S.

    Svendsen
    1156 Anderson Lane
    White Bear Lake, MN 55127

    (651)503-2623
    MatthewSvendsen@gmail.com

    Objective
    To use my skills and outgoing personality to help further develop team member
    knowledge, enhance client relations, and promote the company.
    Education
    M. of Ed., Adult Ed. & Training (Anticipated graduation July 17) Current GPA 4.0+
    Colorado State University
    B.S. in Psychology (May 2007) Minor: Speech Communications
    University of Wisconsin, River Falls
    Kaplan Financial Series 7 Class- Series 7 and Series 63 licenses attained September, 2007
    9+ years Financial Industry Experience
    Work Experience
    Wells Fargo Advisors: January 09-Present
    -Senior Registered Client Associate, Officer: April 11-Present
    -Distinguished Service Professional
    -Responsible for the upkeep of client accounts including but not limited to all
    paperwork, money movements, trades, and cost basis adjustment for over
    $750,000,000 in assets under management
    -Develop positive client relationships by offering knowledgeable and concise
    information proven via consistent high client retention
    -Trading/Service Representative Level 2: January 09-April 11
    -Developed/facilitated merger training
    -Developed/facilitated preparedness program for over 700 team members
    -Member of Super User program, traveling to Charlotte, NC and St. Louis, MO
    to work with WFA employees and help facilitate the WFI/WFA merger.
    -DES (Delivering Exceptional Service) committee member/meeting leader
    -High CEI (Client Experience Index) ratings for positive and professional client
    interactions.
    Youre Covered Entertainment, LLC: 14-Present
    -Owner and CFO
    -Entertainment business development, bookings, and equipment rental
    -Increased revenue year over year
    -Obtained high value clients including City of Minneapolis, National Hockey
    League, MN Spay & Neuter Assistance Program, and Centerpoint Energy
    -Public speaking and performance lead
    Lantern Investments Inc.: 2007-2008
    -Financial Advisor
    -Handled high value client accounts and obtained new clients for the firm
    -Worked directly under Vice President of Institutional Sales

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