Matt Mendez
Vice President, Director of Insurance and Annuities @D.A. Davidson Companies
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WORK HISTORY
Vice President, Director of Insurance and Annuities @D.A. Davidson Companies
San Diego, CA, US
EDUCATION
New Mexico Highlands University
BA
Arizona Western College
Associate of Arts (AA)
SKILLS
ABOUT MATT MENDEZ
My career spans more than 20 years with diverse insurance and wealth management experience, including over 11 years in wholesaler roles and 9 years of Broker Dealer service.Currently, I serve as Vice President, Director of Insurance and Annuities for D.A. Davidson, an employee-owned company with a 90-year-old track record that delivers nationally recognized research, capital market and investment banking expertise, and offers a large full-service investment firm. I lead a team to build and manage our insurance and annuity product offerings through both direct and BGA relationships, help develop sales strategies, conduct due diligence and competitive analysis, and provide consultation on client cases. My goal is to help our financial professionals understand, expand, and refine the role insurance and annuities play in their clients’ portfolios.The experience as a former college athlete has helped shape my character as well as my past and future successes in the business world. Success in sports takes commitment, dedication, and discipline. Couple that with the ability to perform well alongside peers and teammates, I am able to quickly earn the trust of others to carry out tasks to help reach a common goal.I enjoy thinking outside the box and expanding my horizons and learnings so please connect if we can help each other grow!
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