Matthew Monteleone
Financial Representative at Northwestern Mutual | Helping Individuals & Families Achieve Financial Security | Business Analytics | Sales | MBA at Darla Moore School of Business | UofSC Alumni | Lifelong Learner
- Role
- Financial Representative at Northwestern Mutual
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Matthew Monteleone
I’m a Personal Banker with PNC focused on helping individuals and families feel more…
Experience
Financial Representative
Jun 2025 — Present · Mount Laurel, NJ, US
Provide personalized financial planning services, with insurance, investment, and retirement solutions tailored to client goals- Built and managed a growing client portfolio through prospecting, networking, and relationship development- Conducted financial needs analysis and delivered strategic recommendations to support long-term financial success- Presented financial strategies using CRM data and Excel-based tools to support client decision-making- Maintained detailed records of client interactions, investment performance, and policy renewals using Microsoft Dynamics- Analyzed client financial data to identify trends and opportunities that supported forecasting and portfolio optimization.
Education
University of South Carolina
Bachelor's degree, Sport & Entertainment Management
University of South Carolina
Master of Business Administration - MBA
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