Matthew Haye

About Matthew Haye

I grew up in the greater Albany area and pursued my studies at the University of Albany.…

Experience

1. Financial Advisor

   Northwestern Mutual

   Jan 2014 — Present

   I understand that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I work with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results. Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution. Risk Management: The foundation of the financial pyramid, you protect that which you can least afford to lose—your earning power. Wealth Accumulation: With that foundation firmly in place, you accumulate wealth in a tax-efficient manner for specific goals such as your children\'s education, retirement funding, or a future financial need. Wealth Preservation and Distribution: Success in the wealth accumulation area creates the need to preserve and distribute that which you have worked so hard to accumulate. Life\'s complexities leave little room for \"standard\" approaches, so I use a comprehensive approach in working with clients: Get to know clients Analyze Needs Identify and Implement Solutions Review Annually I rely not only on my own experience and expertise, but also on the knowledge and strength of a team of professionals available through the Northwestern Mutual Financial Network. Together, we can provide the guidance clients need to start down the path to financial security.

Education

• University at Albany

  Bachelor of Arts (B.A.), Communication and Media Studies

  1998 — 2002

Skills

• Leading Diverse Teams
• Merchandising
• Inspiring People
• Customer Engagement
• Microsoft Excel
• Sales Management
• Organizational Effectiveness
• Community Engagement
• Microsoft Office
• Cultural Diversity
• Budget Monitoring
• Direct Sales
• Customer Oriented
• Inspiring Leadership
• Employee Engagement
• Merchandise Planning
• Organization
• Supervisory Management
• Customer Service
• Sales
• Experience Working with Diverse Populations
• Account Management
• Team Leadership
• Microsoft Word
• Management