Mathew Saltzman

About Mathew Saltzman

As a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management (Santa Monica, CA), I have extensive experience in delivering comprehensive and personalized wealth management strategies to high net worth clients in the hospitality and business sectors. I am a Portfolio Advisor in the Merrill Investment Advisory Program, which I feel demonstrates my proficiency and dedication in providing financial advice and guidance. My passion for the hospitality industry stems from my own unique professional background of running million-dollar grossing restaurants in Las Vegas, Los Angeles, and New York. This enables me to understand the complexities and challenges of running such businesses, and to effectively leverage Merrill\'s global resources and banking convenience of Bank of America to help my clients pursue their goals and optimize their financial lives. I also enjoy participating in the communities I serve and volunteering with various organizations in the Los Angeles area.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Oct 2017 — Present

   I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client\'s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. My access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients\' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers\' strategies, funds or portfolios.

Education

• Cornell University - School of Hotel Administration

  Bachelor's Degree

  2002 — 2006

• Newark Academy

  High School

  1998 — 2002

Skills

• Marketing
• Restaurants
• Culinary Skills
• Microsoft Office
• Sales
• Revenue Analysis
• Liquidity Management
• Menu Costing
• Fine Dining
• Resorts
• Training
• Menu Engineering
• Pre-Opening
• Financial Advisory Services
• Hotels
• Wine
• Banquet Operations
• Hospitality Management
• Financial Advice
• Cuisine
• Hospitality Industry
• Restaurant Management
• Portfolio Management and Retirement Planning
• Event Management
• Strategic Planning
• Social Networking
• Online Marketing
• New Restaurant Openings
• Hotel Management
• Front Office
• Menu Development
• Micros
• Marketing Strategy
• Budgets
• Food
• Goals Based Asset Management
• Personal Budget Guidance
• Food & Beverage
• Catering
• Professional Managed Money