Dave Matthews

Regional Director @Allworth Financial

Dallas-Fort Worth, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2024 — Present

Regional Director @Allworth Financial

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Addison, TX, US

EDUCATION

N/A

Western Governors University

Bachelor's degree

N/A

Texas Wesleyan University

Master of Business Administration - MBA

ABOUT DAVE MATTHEWS

I am a resourceful, entrepreneurial, and solutions-focused professional with record of achievement in team training, development, and achieving goals. I leverage expertise in integrating products and services, driving technology transformation, and ensuring regulatory compliance. I build and cultivate capable, motivated, and top-performing teams through accountable culture focused on integrity and commitment with a proven ability to facilitate significant growth while improving efficiency and driving results. I enhance operational capabilities through process efficiency, automation, and stream lining workflows. CORE COMPETENCIES Culture Definition: I advance shared values, belief systems, attitudes, and set of assumptions people share. Team Leadership: I encourage teams to find fresh, unexpected ways to connect with customers, generate excitement for mission, and keep teams focused on customer journey. Resilience, Tenacity & Drive: I quickly adapt to changing environments and markets, resist opposition, persevere, and possess personal character traits essential for achieving goals and creating success. I am a first degree Brazilian Jiu Jitsu Black Belt. I set goals and strategies, thrive under pressure, enjoy competition, and learn from successes and failures. Calculated Risk Taking: I challenge the status quo and navigate evolving business and cultural landscapes. ADDITIONAL RELEVANT EXPERIENCE & AWARDS TD AMERITRADE – Financial Consultant, Branch Manager (Gulf Coast), Regional Manager (South Region) Guidance Champion Award, TD Ameritrade, 2012 Circle of Champions Award, TD Ameritrade, 20••••19 Best of the Best Award, TD Ameritrade, Q1 and Q4, 2013 Leadership Service Award, TD Ameritrade, 2016

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