Matt Rafeld
Director of Financial Wellness at Alera Group, Inc. | North Easton, Massachusetts, United States
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As the Director of Financial Wellness at Alera Group, Inc., Matt Rafeld is at the forefront of a transformative mission aimed at enhancing the financial lives of working families. With a deep commitment to personalized and scalable financial wellness solutions, Matt collaborates with a diverse range of stakeholders to forge meaningful partnerships that strengthen relationships and introduce innovative financial solutions. His expertise in agile methodologies and business strategy enables him to navigate the complexities of the financial landscape, ensuring that the programs developed are not only effective but also tailored to meet the unique needs of each family.
Currently, Matt is spearheading key projects that focus on empowering hard-working families by providing them with the tools and resources necessary to improve their relationship with money. His analytical skills and financial analysis acumen play a crucial role in assessing the effectiveness of these initiatives, allowing for continuous improvement and adaptation to changing market conditions. By leveraging direct sales techniques and conducting site visits, Matt ensures that the financial wellness solutions offered are accessible and resonate with the target audience.
In addition to his project management capabilities, Matt excels in customer service and relationship management, utilizing CRM tools to track engagement and outcomes effectively. His holistic approach to financial wellness not only addresses immediate financial concerns but also fosters long-term financial literacy and stability within communities. Through his leadership at Alera Group, Matt Rafeld is making a significant impact, championing a future where financial wellness is within reach for all families.
Director of Financial Wellness at Alera Group, Inc. in July 2023 to Present
Director Financial Wellness at Edelman Financial Engines in October 2019 to February 2023
Senior Financial Wellness Instructor at Edelman Financial Engines in July 2015 to February 2023
Investment Advisor Representative at Edelman Financial Engines in April 2012 to February 2023
Founder at Beachcomber OffRoad in March 2013 to January 2022
Advertising Sales Manager at Appalachian Mountain Club in July 2011 to May 2012
Finance and Accounting at RaceMenu, Inc. in March 2011 to July 2011
Financial Advisor at Voya Investment Management in May 2006 to July 2011
Relationship Manager at TowerGroup in April 2005 to May 2006
Customer Service Representative at Voya Financial in April 2004 to April 2005
Boatswain's Mate Third Class at U.S. Coast Guard in August 1999 to August 2003
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UMass Boston, Master of Business Administration (MBA), August 2026
UMass Boston, B.S, August 2026
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Presentation Skills
Management Consulting
Product Development
Agile Methodologies
Business Strategy
Product Management
Business Planning
Presentation Development
Presentation Coaching
Content Marketing
Strategic Content Development
Web Content Writing
Leadership Development
Leadership
Cross-functional Team Leadership
Team Leadership
Direct Sales
Client Relations
Sales Processes
Business Development
Financial Advisory
Relationship Building
Business Relationship Management
Sales Management
Sales
Site Visits
Series 65
Sales Presentations
Campaign Plans
Oral Communication
Analytical Skills
Presentations
Communication
Forecasting
Accounting
Strategic Planning
Financial Analysis
Investments
Retirement Planning
401k
Asset Allocation
Finance
Customer Service
Investment Advisory
Management
CRM
Retirement
401(k) Retirement Savings Plans
Financial Services
Microsoft Office
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Discover more about Alera Group, Inc.What is Matt Rafeld email address?
Email Matt Rafeld at [email protected] and [email protected]. This email is the most updated Matt Rafeld's email found in 2026.
What is Matt Rafeld phone number?
Matt Rafeld phone number is +16173120830.
How to contact Matt Rafeld?
To contact Matt Rafeld send an email to [email protected] or [email protected]. If you want to call Matt Rafeld try calling on +16173120830. (updated on September 04, 2024)
What company does Matt Rafeld work for?
Matt Rafeld works for Alera Group, Inc.
What is Matt Rafeld's role at Alera Group, Inc.?
Matt Rafeld is Director of Financial Wellness
What industry does Matt Rafeld work in?
Matt Rafeld works in the Financial Services industry.
Matt Rafeld Email Addresses
Matt Rafeld Phone Numbers
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