Matt is the president at Fi360, a leading provider of services designed to help clients profitably gather, grow and protect assets through better investment and business decision-making. He is responsible for creating the strategy to exceed client expectations, while driving topline revenue growth, and building a client-centric sales and customer service organization. As a member of the C-level executive team, Matt is the driving force behind growing the business and establishing Fi360 as a leading provider to financial services professionals and institutions. As his team builds key relationships with clients, they enable those clients to grow their business and make improved investment and business decisions.
With more than 20 years of experience, he was most recently head of sales, Global Advisor and Wealth Solutions, at Morningstar, Inc. where he served as the executive business development leader of Morningstar’s largest segment, successfully driving revenue and overseeing 84 team members. Before his seven years at Morningstar, he held positions at Travelex, a commercial foreign exchange company, and at Pitney Bowes, a leading provider of technology solutions to companies.