matthew raney

* Attained professional certifications as well as internal designations through knowledge enhancement in a variety of specialized areas including; private wealth, insurance planning and estate & trust management. Selected to assess, mentor and instruct new consultants. Leveraged client relationship management and sales expertise to win hundreds of millions in new business. Participated in initial Advisor discussions leading to current CICG/Retail salesforce separation. * Referred $1 Billion client to Merrill Lynch’s Family Office Group. * Secured $400 Million in new assets during first five years of sales production. * Promoted to Assistant Vice-President. * Successfully recruited several consultants from major competitors. * Co-Managed Professional Management Development Program for 200+ producer Office. * Graduate of Merrill Lynch’s famed Professional Development Program. * Achieved Masters Level 1 qualification signifying the top 1% of sales producers. * Attained the Certified Financial Manager Designation. * Expanded Team to include a CFP Partner specializing in Trusts and Estates.

* Co-managed corporate and institutional book of business centered on leveraging core competencies of Lenox Advisors in association with Mass Mutual. Practice specialized in opening doors to both Corporate and Individual Executive lines of business with cross selling opportunities. Acquired, managed, and retained complex relationships with key customers. * Collaborated with several Lenox insurance veterans on large institutional cross selling * opportunities. Leveraged exceptional financial knowledge to offer thoughtful solutions to help * address broader future client financial needs. * Referred various lines of multi-transactional business for International Corporations into Mass * Mutual Corporate Pipeline program, including RFPs for private and publicly traded entities.

* Established Private Client practice with 26-year veteran partner recruited from competing firm to New York Life. Practice specialized in HNW individuals, families, and Middle Market Corporations. Processes included LEAP System practitioner, Wealth in Motion software analysis, and business continuation strategies including buy/sell agreements & Key Person Policies. * Elected as Regional Representative during Quarterly New York Life week-long CDC event in * Dallas, TX. * Introduced several multi-million dollar cross-revenue clients to NY Life’s Corporate and * Institutional Division. * Instituted and managed new Regional Marketing Program for the Greater CT territory. * LEAP Certified with Wealth in Motion Analysis Software.

* Executed strategies for continued growth and profitability in overall 10-year tenure with firm. Continually demonstrated highly effective asset and investment management capabilities. Recognized for exceptional relationship building, triggering substantial rise in referral business. Selected for participation in Professional Management Development Program’s National Conference. * Partnered with Middle Markets to win $300 Million Institutional RIA relationship. * Successfully recruited several $1-$2mm annualized revenue teams from competing firms to * Merrill Lynch. * Collaborated with CICG Team to secure $7 Million Endowment for an International Sports * Federation. * Attended National Professional Management Development (PMD) Excellence Conference in * Dallas, TX. * Featured in Corporate-wide Newsletter and Recruitment web Portal for Strategic Partnering * Success Stories. * Featured in Merrill Lynch’s Corporate-wide “Success Stories” pertaining to new-advisor * recruitment.

* Recruited to build and manage relationships across several divisions including Sports and Entertainment, Professional Alliance Group/Geneva Companies, and Institutional Family Office. Directed $400+ Million in assets under management. Worked closely with public and private C-suite executives to cross-sell diversified banking services. Used consultative approach to build relationships, and assess financial needs and risk tolerances. * Member of one of the initial Wall Street teams to be certified by the National Football League * Players Association to provide estate-planning and investment advice to its membership. * Represented the company at the prestigious “Opal International Family Office and Private * Wealth Management Conference” in San Juan, Puerto Rico, and “CFO Rising Conference” in * Atlanta, GA. * Initiated contact with publicly traded company which led to the securitization of a $300 Million * credit facility. * Referred several private company prospects to the Geneva Companies for middle market/exit * planning sales.