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Matthew Ewing
Vice President at Chartwell Financial Advisory, Inc.
Professional Background
Matthew Ewing has established himself as a prominent figure in the financial advisory industry through his extensive experience at Chartwell Financial Advisory, Inc., where he currently holds the position of Vice President. His journey at Chartwell has seen him grow from an Associate to a Senior Analyst, and ultimately to his current executive role. Throughout his tenure, he has played an instrumental role in helping clients navigate complex financial landscapes and achieve their financial goals.
Before joining Chartwell Financial Advisory, Matthew began his career within the investment banking sector at George K. Baum & Company as an Investment Banking Analyst, sharpening his analytical skills and gaining invaluable insights into the financial markets. Additionally, his experience as an Equity Research Associate at Northland Securities provided him with a comprehensive understanding of market trends and investment opportunities, enhancing his expertise in financial analysis and portfolio management.
His early career foundations were built during his internship as a Stock Broker at Scottrade, Inc. Here, Matthew gained hands-on experience that solidified his commitment to the finance industry. Moreover, he expanded his skill set further as the Assistant Director/Director of Business Development at St. Thomas Sports Broadcasting, highlighting his ability to merge finance with strategic communications.
Education and Achievements
Matthew holds a Bachelor of Arts (BA) degree from the prestigious University of Saint Thomas, which laid the groundwork for his successful career in finance. The skills and knowledge he acquired during his studies have continued to serve as the backbone of his professional achievements.
His academic endeavors, combined with real-world experience, have allowed Matthew to develop a nuanced understanding of financial markets, investment strategies, and client relationship management. He is known for his analytical approach, collaborative spirit, and dedication to client satisfaction, which has earned him respect among his colleagues and clients alike.
Achievements
Throughout his career, Matthew has not only occupied key roles within his organizations but has also contributed to various initiatives that promote financial literacy and investment awareness. His leadership at Chartwell Financial Advisory has led to the successful management of a diverse portfolio, helping clients maximize their investment potential.
With a deep-rooted passion for finance and a commitment to professional growth, Matthew Ewing continues to excel in his field, driving success for both his firm and his clients.
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Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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