Matthew Drew
Internal Wholesaler
Internal Wholesaler Capital Group (American Funds)
San Antonio, Texas
Section title
Matthew Drew's Email Addresses & Phone Numbers
About Matthew Drew
Internal Wholesaler for American Funds covering west Chicago suburbsInternal Wholesaler @ As an Internal Wholesaler At Capital Group, the parent company of American Funds Distributors, I advise and consult financial advisors in Chicago's western suburbs regarding mutual funds, target date funds, fund of funds (portfolio series), college planning, 529s, 401Ks, 403Bs, deferred compensation, SEPs, Simple IRAs and...
Internal Wholesaler for American Funds covering west Chicago suburbsInternal Wholesaler @ As an Internal Wholesaler At Capital Group, the parent company of American Funds Distributors, I advise and consult financial advisors in Chicago's western suburbs regarding mutual funds, target date funds, fund of funds (portfolio series), college planning, 529s, 401Ks, 403Bs, deferred compensation, SEPs, Simple IRAs and more. In addition, I look to provide insights regarding both domestic, international, global and Emerging Markets, tax diversification, retirement portfolio design, interest rate and credit rate environment and more. 2015: -San Antonio (SNO) Regional Sales Week Meeting MVP- one of three internal sales members chosen throughout entire US (only SNO associate) to attend Capital Groups National meeting after a weeks long competition -Summer Kick Off Nationwide Challenge- Competition MVP vs all 100 Internal Wholesales and Internal Retirement Plan Consultant -Summer Kick Off Nationwide Challenge- Area Sales Representative San Antonio MVP; Central Division ASR MVP 2014: -My external and I were #1 team in total sales within the division (10 territories) -$900mil+ commissionable sales -$1.3bil+ total sales for territory -Eclipsed retirement plans sold goal by 125% -Teamed with my external to grow territory sales by more than 10% in an already $1bil+ territory -Lead several internal programs including: American Funds University (multi step program to educate Financial Advisors about American Funds and our products and solutions) From April 2014 to Present (1 year 9 months) B.A., Communications, Economics @ DePauw University From 2005 to 2009 Glenbrook South High School From 2001 to 2005 Matthew Drew is skilled in: Life Insurance, Long Term Care Insurance, Networking, Fixed Annuities, Insurance, Marketing, New Business Development, Mergers & Acquisitions, Project Planning, Finance, Microsoft Excel, Banking, Training, Securities, Accounting
Matthew Drew’s Personal Email Address, Business Email, and Phone Number
are curated by ContactOut on this page.About Matthew Drew's Current Company
Capital GroupAs an Internal Wholesaler At Capital Group, the parent company of American Funds Distributors, I advise and consult financial advisors in Chicago's western suburbs regarding mutual funds, target date funds, fund of funds (portfolio series), college planning, 529s, 401Ks, 403Bs, deferred compensation, SEPs, Simple IRAs and more. In addition, I look to provide insights regarding both domestic,... As an Internal Wholesaler At Capital Group, the parent company of American Funds Distributors, I advise and consult financial advisors in Chicago's western suburbs regarding mutual funds, target date funds, fund of funds (portfolio series), college planning, 529s, 401Ks, 403Bs, deferred compensation, SEPs, Simple IRAs and more. In addition, I look to provide insights regarding both domestic, international, global and Emerging Markets, tax diversification, retirement portfolio design, interest rate and credit rate environment and more. 2015: -San Antonio (SNO) Regional Sales Week Meeting MVP- one of three internal sales members chosen throughout entire US (only SNO associate) to attend Capital Groups National meeting after a weeks long competition -Summer Kick Off Nationwide Challenge- Competition MVP vs all 100 Internal Wholesales and Internal Retirement Plan Consultant -Summer Kick Off Nationwide Challenge- Area Sales Representative San Antonio MVP; Central Division ASR MVP 2014: -My external and I were #1 team in total sales within the division (10 territories) -$900mil+ commissionable sales -$1.3bil+ total sales for territory -Eclipsed retirement plans sold goal by 125% -Teamed with my external to grow territory sales by more than 10% in an already $1bil+ territory -Lead several internal programs including: American Funds University (multi step program to educate Financial Advisors about American Funds and our products and solutions)
Frequently Asked Questions about Matthew Drew
What company does Matthew Drew work for?
Matthew Drew works for Capital Group
What is Matthew Drew's role at Capital Group?
Matthew Drew is Internal Wholesaler
What is Matthew Drew's personal email address?
Matthew Drew's personal email address is m****[email protected]
What is Matthew Drew's business email address?
Matthew Drew's business email address is m****[email protected]
What is Matthew Drew's Phone Number?
Matthew Drew's phone (214) ***-*394
What industry does Matthew Drew work in?
Matthew Drew works in the Financial Services industry.
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