Matthew Guillory

Matthew Guillory, CPWA®, CEPA®, is a highly motivated and results-driven Investment Finance Leader with extensive knowledge in traditional and alternative investments, open-architecture frameworks, and issues affecting investments.

He excels in comprehensive wealth planning, strategic partnerships, and portfolio management, demonstrating strong leadership skills and in-depth expertise.

Passionate about building long-term relationships, Matthew is known for initiating financial strategies that drive revenue growth, market share, and brand visibility.

He is a quick learner, inspiring leader, and excellent collaborator, focusing on creating practical and timely solutions tailored to the heart of a challenge.

Matthew specializes in sales, sales management, account management, business development, strategic planning, investment portfolio management, cross-functional team leadership, and creative problem-solving.

With a background in Commercial Lending Credit, an MBA in Strategic Leadership from Pepperdine University, and a BS in Business Administration with a finance emphasis from San Diego State University, he is well-equipped for his role.

Having held leadership positions at prestigious financial institutions such as City National Bank, Union Bank, California Bank & Trust, and Comerica Bank, Matthew has a wealth of experience in the banking and finance industry.

His organizational involvement includes founding the Mission Valley Sunset Rotary Club, serving on the board of Bankers CDC, and holding various leadership roles in banking institutions.

Matthew's skill set encompasses sales cycle management, strategic alliance development, competitive market analysis, project management, compliance management, risk analysis, risk mitigation, strategic planning, financial planning, and proficiency in the Microsoft Office Suite and Advanced Excel.

Contact Matthew Guillory at matthewguillory@gmail.com to explore how he can help your organization reduce inefficiencies, increase revenue, expand into global markets, and foster beneficial business relationships for sustained growth.