Client Operations Specialist
Matt recently joined Wintergreen Financial as a Client Operations Specialist. Originally from Rochester, NY, Matt attended Babson College, earning a business degree in marketing and entrepreneurial studies. Over the years Matt has gained valuable experience as a financial advisor and sales representative, mostly in Boston and Portland, ME. In his prior role as a financial advisor Matt particularly enjoyed working with families and businesses to help them plan for the future and protect what is important to them.
Matt is married, with two children and currently resides in Cape Elizabeth. Matt is an artist on the side and enjoys painting and working in the garden with his wife.