Matt Clarkin CHSA, FCS

Vice President Business Development - Northeast @ UMB Bank

About

Please feel free to contact Matt via email at matthew.clarkin@umb.com or call/text 401.952.9065. Matt joined UMB in 2024 as a vice president of business development in the northeast for UMB's Healthcare Services Division. Prior to joining UMB, Matt was the co-founder of Access Point HSA which is an independent consulting firm that assists financial service and employee benefit firms maximize the growing opportunity available through Health Savings Accounts (HSAs). Access Point accomplishes this by offering customized information on the HSA provider marketplace through its subscription-free online database - "HSA VISTA", by educating and training through its comprehensive, DALBAR-approved, Certified Health Savings Adviser Designation Program (CHSA), as well as providing customized materials and support to financial firms.

Country

United States

City

Greater Boston

Industry

Insurance

Skill

Insurance, Health Savings Accounts, Presentation Skills, Leadership, Municipalities, Sales, Financial Services

Experience

Vice President Business Development - Northeast

UMB Bank

2024-10 - Present · 1 yr 11 mos

Financial Budget Analyst/Consultant

City of Warwick, Rhode Island

2023-12 - 2024-10 · 11 mos

President & Co-founder

Access Point HSA LLC

2015-3 - 2023-2 · 8 yrs

Smithfield, Rhode Island

Access Point HSA assists financial service and employee benefit professionals maximize the growing opportunity available through Health Savings Accounts (HSAs). Access Point accomplishes this by offering customized information on the HSA provider marketplace through its online benchmarking tool, HSA VISTA,; by educating and training through its comprehensive Certified Health Savings Adviser (CHSA) Designation Program; and providing customized materials and services to meet the needs of each client.