Matthew Grimaldi
Recruitment & Business Development Associate at Talener
Based in Smithtown, United States
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Seniority
Staff
Department
Other
Location
Smithtown
Industry
Staffing and Recruiting
Company size
30
Contact information
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m•••••••@talener.com
Phone
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Background
About Matthew Grimaldi
My journey has been defined by a passion for building meaningful relationships. In the beginning of my college career, I felt lost as I navigated different majors, from biology to Spanish language and literature, before finally settling on business management with a concentration in finance. Despite the uncertainty, one thing remained clear: My desire to connect with people and help them solve their problems. As my interest in finance grew, I discovered wealth management in my junior year, which perfectly combined my financial interests with my love for supporting others. My recent internship experience solidified the direction of my career path and introduced me to the world of financial planning. Now, I’ve passed the Series 66, SIE Exam and New York Life & Health Insurance Exam, planning on completing the Series 7, with aspirations of eventually earning my CFP and becoming a successful financial advisor. I’m excited to blend my skills in finance with my passion for helping people achieve their financial goals.
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