Matthew Smith

Matthew Smith has a diverse work experience. Matthew is currently working as the Vice President of Retirement Plan Services at USI Consulting Group since July 2021. In this role, they lead the retirement consulting services and provides industry leadership, objective advice, and optimal solutions for clients' retirement planning and investment needs.

Prior to joining USI Consulting Group, Matthew worked at John Hancock for six years. From January 2019 to June 2021, they served as a Retirement Plan Consultant, where they likely provided consulting services to clients on retirement plans. Before that, from July 2015 to December 2018, they worked as a Tax Analyst, handling tax-related responsibilities.

Matthew's earlier experience includes working as a Sales Associate at The Essex, Vermont's Culinary Resort & Spa from June 2013 to November 2014.

Overall, Matthew Smith's work experience showcases their expertise in retirement plan services, consulting, tax analysis, and sales.

Matthew Smith received a Master's Degree in Accounting from the University of Vermont Grossman School of Business from 2014 to 2015. Prior to that, they obtained a Bachelor of Business Administration (B.B.A.) in Accounting from the same institution, studying from 2010 to 2014. In terms of additional certifications, Matthew has obtained the Series 65 certification from FINRA in August 2021. Matthew is also associated with the FINRA (Financial Industry Regulatory Authority) for their Series 6 and Series 63 certifications, although the specific timelines for these certifications are not provided.