Matt McGarry Email & Phone Number
Senior Business Development Executive (SaaS and AI and Data Sales: Enterprise Sales) @ Morningstar
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Matt McGarry Location
- Philadelphia, PA, US
Matt McGarry Work
- Senior Business Development Executive (SaaS and AI and Data Sales: Enterprise Sales) @ (January 2025 - Present)
- Business Development Executive (Mid-Market) @ (November 2022 - January 2025)
- Key Accounts Vice President and Regional Sales Director @ PCS, LLC (January 2015 - January 2022)
- Regional Vice President of Sales – New England Region @ PCS, LLC (November 2018 - December 2019)
- Retirement Service Consultant @ (December 2012 - September 2015)
- Senior Client Relationship Manager – Vanguard Service Team @ (January 2012 - January 2015)
Matt McGarry Education
- Commonwealth University-Bloomsburg
Bachelor of Business Administration (B.B.A.) (Business Administration and Management)
2008-2012
Matt McGarry Skills
- 401(k) Retirement Savings Plans
- 401k
- 403(b)
- Account Management
- Asset Management
- Business Development
- Client Education
- Client Presentation
- Client Services
- Compliance Testing
- Consultative Selling
- Contract Management
- Customer Service
- Data Analytics
- Defined Contribution
- ERISA
- Employee Benefits Design
- FinTech
- Financial Services
- Form 5500
- Health Savings Accounts
- Investment Research
- Leadership
- Management
- Marketing
- Microsoft Excel
- Microsoft Word
- Network Security
- Platform as a Service (PAAS)
- Portfolio Management
- Project Management
- Qualified Retirement Plans
- Relationship Management
- Retirement Plan Consulting
- Retirement Planning
- Revenue Generation
- Sales
- Sales Management
- Sales Presentations
- Sales Processes
- Salesforce.com
- Social Engineering
- Software as a Service (SaaS)
- Solution Implementation
- Technology Integration
- Time Management
- Team Building
- Social Media
- Public Speaking
- Client Issue Resolution
- 401K Retirement Savings Plans
- Mutual Funds
- New Business Development
- ETFs
- Research
- 401 Retirement Savings Plans
Matt McGarry Summary
- Matt McGarry, based in Philadelphia, PA, US, is currently a Senior Business Development Executive (SaaS and AI and Data Sales: Enterprise Sales) at Morningstar. Matt McGarry brings experience from previous roles at Morningstar, PCS, LLC and Ascensus. Matt McGarry holds a 2008 - 2012 Bachelor of Business Administration (B.B.A.) in Business Administration and Management @ Commonwealth University-Bloomsburg. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, 403(b), Account Management, Asset Management and more. Matt McGarry has 2 emails and 1 mobile phone numbers on RocketReach.
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