Matt Henderson
Financial Advisor @ Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About Matt Henderson
At EUC.life, my mission is to redefine the landscape of employee benefits through strategic leadership and AI-driven innovation. My role as Chief Visionary Officer involves steering our platform to deliver personalized and efficient solutions that address the pressing challenges of employee retention and benefits customization. With over a year of spearheading initiatives at EUC.life, the focus has been on leveraging cutting-edge technology to enhance our service offerings.Leveraging my background as a Financial Advisor, I have honed skills in financial services and relationship management, which are instrumental in understanding and meeting the diverse needs of our clientele. The journey at Edward Jones shaped my approach to fostering strong client relationships and providing tailored financial guidance. At EUC.life, these competencies translate into creating a seamless experience for employers and employees alike, ensuring our solutions are not only innovative but also resonate with our users\' unique financial instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jun 2015 — Present
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
Education
Arizona State University
Engineering
2012 — 2016
Skills
- Sales
- Entrepreneurship
- Customer Experience
- Loans
- Credit Analysis
- Engineering
- Investments
- Financial Services
- Relationship Management
- Finance
- Home Equity Loans
- Loan Origination
- Portfolio Review
- Conference Speaking
- Banking
- Retirement Planning
- Sales Management
- Direct Sales
- Sales Operations
- Credit
- Customer Service
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