Matthew Marengo
CPA Candidate (2/4) | Chartered Retirement Plans Specialist | Experienced in Financial Services, Tax Planning & Retirement | Senior Account Executive at ShareBuilder 401k
- Role
- Senior Account Executive at Sharebuilder 401k
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Matthew Marengo
I am a CPA Candidate (2/4) with a background in financial services, tax-advantaged retirement planning, and regulatory compliance. Currently, I work as a Senior Account Executive at ShareBuilder 401k in Seattle, where I’ve built a portfolio of over 350 retirement plans supporting more than 2,500 participants and $20M+ in funded assets.In my role, I advise small business owners and C-suite executives on the strategic and financial benefits of 401(k) plans, including tax deductions, credits, and budgeting for employer contributions. This work has sharpened my ability to interpret complex regulations, communicate financial concepts clearly, and collaborate with key stakeholders to achieve business and compliance goals.I graduated from the University of Puget Sound in 2021 with a BA in Business (Finance emphasis) and a minor in Economics. I was also a five-year member and team captain of the varsity football program, an experience that shaped my leadership, discipline, and resilience.I\'m actively preparing for the CPA exams and seeking to transition into a role in public or industry accounting where I can apply my client advisory experience, financial knowledge, and analytical skills to contribute to a high-performing accounting team.
Experience
Senior Account Executive
Jan 2022 — Present · Seattle, WA, US
Established a portfolio of 350+ 401(k) plans, supporting 2,500+ participants and overseeing $20M+ in funded assets.Elevated to Senior Account Executive in June 2023 after surpassing quota by 30% and earning the Chartered Retirement Plan Specialist (CRPS) certificate.Managed the full sales cycle, from prospecting to closing new business opportunities while assisting plan sponsors in post-purchase plan installation and designConsistently educated small business clients on tax-efficient retirement strategies, highlighting deductions, tax credits, and long-term financial benefits.Built relationships with internal Marketing and Service teams, as well as business owners including C-suite executives and other key decision-makers to assess retirement plan options, align financial goals, and ensure regulatory compliance.
Education
University of Puget Sound
Bachelor's degree, Business Administration and Management, General
2017 — 2021
Upper Iowa University
Accounting
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