MASECO Private Wealth
Matt M is a CRM Administrator at MASECO Private Wealth since December 2023, specializing in the configuration of Microsoft Dynamics CRM systems while collaborating with IT and Development Teams. Prior experience includes serving as a Dynamics Administrator for the Police Federation of England and Wales, providing 1st line support for D365 installations, and administering tasks via Dev Ops. As a CRM Support Engineer at ABTA, Matt M focused on D365 issues and Mailchimp synchronization. Previous roles at Town and Country Housing spanned from CRM Project Officer, developing solutions in Microsoft Dynamics, to Customer Experience Officer, where feedback was gathered to inform organizational improvements. Earlier career experiences include working as an Income Recovery Officer and Assistant at Sanctuary Housing Association, significantly reducing rent arrears, and a lengthy period as a self-employed professional actor, writer, and trainer. Matt M holds a B.A. Hons in Performing Arts from the University of Hertfordshire.
This person is not in any teams
This person is not in any offices
MASECO Private Wealth
1 followers
At MASECO we provide expert guidance to UK residents and foreign nationals to simplify and support their cross-border wealth management needs. Our people are from varying backgrounds: many have been working with American citizens living in the UK for fifteen years, others are foreign nationals themselves living and working in London. Therefore we have a deep understanding of US/UK issues and know what it means to immerse yourself in one of the most diverse cities in the world. Adopting a holistic approach, we can help you to achieve your financial goals through careful planning and the implementation of rational, practical and tax optimised wealth management strategies. We deliver comprehensive wealth management and investment advice to clients with relationships based on trust, open communication and integrity. Our mission is built on the desire to give peace of mind to US families through guidance on how to simplify their cross-border needs. We use our core values as our internal guidelines because we know that when combined, they provide the framework around the decision-making process. That by taking this approach it helps us to develop, our clients achieve their goals, and together provide a consistent message globally. MASECO is proud to be a Certified B Corporation, the very first wealth management firm in the UK to achieve this certification. If you don’t already know, B Corporations are companies that use the power of business to help solve social and environmental problems. There are currently over 920 B Corps from 60 industries in 29 different countries.