The dedicated onboarding team ensures our advisors and our clients have a seamless experience joining AdvicePeriod. Our digital onboarding tools dramatically reduce the paperwork, complexity and frustration often associated with onboarding – allowing our advisors to spend more time with their clients.
The operations team’s focus is on the ongoing account maintenance for all of our advisors’ clients. Our professionals execute trades, wires, transfers and all day to day administration for our clients – allowing our advisors to spend more time with their clients.
Matthew has spent his entire, nearly 10 year career, in financial services with several prominent regional and national firms. He brings to AdvicePeriod experience developing, implementing and managing the policies and procedures the govern multi-billion dollar advisor platforms.
Matthew earned a BS in Finance from Sonoma State University and a Certificate in Finance & Investment Management from the University of California Los Angeles.