Matt Kellner

Background

About Matt Kellner

With over two and a half decades of pivotal industry experience, my core competencies lie in account management, project management, and sales enablement. At Pershing, my mission was to integrate robust wealth solutions with our esteemed clientele's needs. My expertise in SharePoint management and AI, underpins our team's ability to deliver tailored, efficient services that resonate with our organization's dedication to innovation and client success. As Senior Vice President at Pershing, I have been instrumental in leading Request for Proposal (RFP) processes, ensuring due diligence and enhancing our sales enablement strategies. My role involves leveraging my certifications and knowledge in financial regulations to maintain a competitive edge and facilitate seamless project execution. The skills honed over the years have been vital in driving the team's achievements and sustaining Pershing's reputation as a leader in wealth management solutions.