Matthew Fisher

Retirement Plan Sales Consultant @Alerus Retirement Solutions

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2018 — Present

Retirement Plan Sales Consultant @Alerus Retirement Solutions

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US

Thirty years of client facing experience with corporate and non-profit retirement plans. At Alerus I partner with Retirement Plan Advisors in the Mid-Atlantic region (PA, NJ, MD, DE, DC, and upstate-NY) to provide recordkeeping services to plan sponsors and TPAs. Alerus\' services include- Recordkeeping all sizes and types of retirement plans, including: 401(k), 403(b), PEPs, ESOP, 457, NQP, Cash Balance, start-ups, etc- Open Architecture with over mutual funds, CITs, ETFs, etc- Model Portfolios with static and glide path allocations- Advisor Managed Accounts.

EDUCATION

1990 — 1995

Drexel University

Bachelor of Science - BS, Accounting and Finance

1986 — 1990

John Carroll Highschool

Highschool

SKILLS

Series 63SalesInvestment ManagementHockey DadProject PlanningLeadershipEmployee BenefitsSecuritiesInvestmentsFinancial MarketsClient ServicesFinancial ServicesRetirementBondsStrategic Financial Planning401kManagementRetirement PlanningOrganizationFinraPortfolio ManagementFixed IncomeInvestment AdvisoryAsset AllocationMutual FundsTeam ManagementSeries 7FinanceAsset ManagementSales PresentationsDefined BenefitFinancial AdvisorySoccer Coach & DadRelationship ManagementErisaSeries 6EquitiesFinancial AnalysisEmail MarketingPensions

ABOUT MATTHEW FISHER

Partnering independent advisors and plan administrators to provide retirement plan recordkeeping services to plan sponsors and participants. 401(k)/PS, 403(b), 457, NQP, ESOP, and start-ups.

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Matthew Fisher — Retirement Plan Sales Consultant at Alerus Retirement Solutions in Philadelphia, PA, US | Unifers