Matt joined Diversified Investment Services in June 2014 as an Account Operations Associate supporting Thomas Hoban and has since grown into his current role as Operations Manager. As a licensed staff member holding both the Series 7 and Series 66 securities licenses, he oversees new client onboarding, account transfers, wire transactions, distributions, and trade processing, as well as the management and trading of the team’s internal trading platform.
Matt earned his Bachelor of Science in Business Administration with a concentration in Finance from California Polytechnic University, Pomona. He later obtained his M.B.A. from California State University, Fullerton, with an emphasis in Business Analytics.
Beyond his professional responsibilities, Matt values time with his family and welcomed his first child in 2023. He and his wife enjoy spending time outdoors and supporting their son’s growth and curiosity, including encouraging his early interest in music. Matt also enjoys reading as a way to continue learning and recharge.