Matthew Reid
Financial Services Leader | Retirement Planning, Client Advocacy, Operational Excellence | Advancing client trust and operational excellence through ethical, results-driven leadership
- Role
- Financial Services Representative at Charles Schwab
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Matthew Reid
Award-winning financial services leader with a passion for helping people make confident decisions about their future. I bring proven leadership, from guiding clients through complex beneficiary cases to leading high-performing teams that exceed benchmarks.I thrive at the intersection of compliance, client advocacy, and operational excellence—whether that’s piloting new roles that improve outcomes, delivering training that reduces client complaints by 60%, or mentoring associates to accelerate their growth. Recognized as a TIAA Values Champion, I’m known for building trust, simplifying complexity, and creating inclusive, results-driven environments.My career spans financial services, insurance, and retail leadership, giving me a versatile toolkit for driving change, strengthening relationships, and delivering measurable impact.
Experience
Financial Services Representative
Jan 2026 — Present · Lone Tree, CO, US
Education
Colorado State University
BA, History
Skills
- Microsoft Excel
- Store Management
- Payroll Processing
- Visual Merchandising
- Performance Management
- Succession Planning
- Loss Prevention
- Payroll
- Retail
- Recruitment/Retention
- Recruiting
- Interviewing
- Management
- Microsoft Publisher
- Customer Service
- Interviews
- Microsoft Office
- Sales
- Training
- Customer Satisfaction
- Inventory Management
- Coaching
- Time Management
- Employee Relations
- Human Resources
- Hiring
- Staff Retention
- Budget Analysis
- Leadership
- Process Scheduler
- Scheduling
- Budgets
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