MF Matt Farrow / Equitable Advisors Styled after equitable.com. My page, not theirs. Back to resume

RecruitersI am the one who made 5,003 calls and passed the Series 7 in nine months

Financial professionalsI sold advisory software, and later the platform 5 institutional advisors run $1.93B on

Crypto teamsI now carry a quota at a ve(3,3) DEX and ship the protocol next to it

Jan 2024 to Sep 2024. My first employer after Purdue. See the whole resume

Wealth Management, Business Development

Advice. Volume. The Series 7.

Where the Series 7 came from, and where I learned that volume is a skill rather than a punishment.

9 mo · Austin · Full-time · Trainee to Associate

Passing the Series 7 is what moved me into the Associate seat that same month.

5,003Cold calls executed

38%Contacts-achieved to meeting-set ratio

1,006Calls in one week, 201% of target

Styled after equitable.com as a design exercise. This is my page about working there, not theirs. Not affiliated with or endorsed by Equitable Advisors, and no Equitable Advisors logos or marks are used. CRD# 6627 is Equitable's firm number, not a personal one, so I do not present it as mine. The 5,003 calls here are part of a 12,801 career total, not additional to it.

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