Agency Director of Advanced Planning
Greater New York City Area
- Current
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- Agency Director of Advanced Planning at Island Financial Group/ MassMutual
- Past
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- Financial Planner at The Davis Group
- Conservation Intern at Student Conservation Association / Americorps
- Nuclear Reactor Operator at US Navy
- Education
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- University of Southern Maine
- Worcester Polytechnic Institute
- Recommended
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2 people have recommended Matt - Connections
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143
connections
- Industry
- Financial Services
- Websites
Matt Clifford’s Summary
Matt Clifford’s Specialties:
Business Financial Planning; Business Succession Planning; Estate Financial Planning; Coordinated, Wholistic Financial Planning
Matt Clifford’s Experience
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Agency Director of Advanced Planning
Island Financial Group/ MassMutual
(Financial Services industry)
August 2008 — Present (1 year 5 months)
I provide financial planning, case design, marketing, and training support for approximately 100 financial advisors, focusing on wealth accumulation and risk management strategies. The current financial crisis reinforces my pride in serving a company as strong and stable as MassMutual.
I also continue to work with individual clients and business owners to address their comprehensive financial planning needs. -
Financial Planner
The Davis Group
(Privately Held; 11-50 employees; Financial Services industry)
2005 — August 2008 (3 years )
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Conservation Intern
Student Conservation Association / Americorps
(Environmental Services industry)
October 2003 — August 2004 (11 months)
Taught environmental education in western Mass schools for five months, and did five months of intensive conservation and trail work, including building bridges and other structures out of timber we harvested on site.
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Nuclear Reactor Operator
US Navy
(Military industry)
August 1997 — August 1999 (2 years 1 month)
Was an electronics technician and nuclear reactor operator for the US Navy. Trained for two years, received an ROTC scholarship after the two years to attend Worcester Polytechnic Institute. Had to end military career due to sholder injury after freshman year of college.
Matt Clifford’s Education
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University of Southern Maine
BA , Economics , 2001 — 2003
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Worcester Polytechnic Institute
Additional Information
Matt Clifford’s Websites:
Matt Clifford’s Interests:
Cooking, woodworking, outdoor activities, reading
Matt Clifford’s Groups:
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NY:MIEG
Matt Clifford’s Contact Settings
Interested In:
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
