Matt Meyer

Led the organization by identifying improvement opportunities, monitoring external risks, and coordinating initiatives with board members, staff, volunteers, and donors. Facilitated communication between stakeholders and represented the organization at conferences and seminars. Managed budgeting and financial operations, set vision and strategic priorities, negotiated and approved contracts with suppliers, and organized promotional campaigns.

Developed annual sales plans, goals, and targets with management. Generated new business by contacting potential customers and maintained strong customer relationships within defined markets. Used CRM platforms and processes to improve client retention. Tracked orders from placement through delivery using internal software systems, provided product information aligned to customer needs, and supported long-term partnerships through consistent account management.

Built working relationships with external partners such as fund managers and brokers. Collaborated with compliance and legal teams to meet regulatory requirements. Conducted portfolio reviews to ensure client risk tolerance and objectives were aligned, and attended industry events to stay current on banking developments. Helped prepare presentations for senior management regarding new products and supported customer education across consumer and small business offerings.