Matthew Simon
Wilmington
Summary
Results-driven leader with extensive management experience and a proven track record of building and scaling a multi-million-dollar business (currently on hold). Highly skilled in creative thinking, strategic marketing, and brand development, with hands-on experience driving advertising initiatives that delivered measurable growth. Strong background in finance and property management roles, bringing a practical, numbers-focused approach to decision-making, budgeting, and revenue optimization. Known for adaptability, entrepreneurial mindset, and the ability to connect creative vision with operational execution. Willing to relocate: Anywhere Authorized to work in the US for any employer
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Professional
Bankers Life
Wilmington, NC
03.2026 - Current
- Collaborated with cross-functional teams to develop strategic plans aligned with overall company objectives.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Improved client satisfaction by providing personalized financial advice and solutions tailored to their unique needs and goals.
Multifamily Leasing Consultant
BG Staffing
Wilmington, NC
01.2026 - Current
- Leasing apartments, following up with leads, calling and emailing potential residents and current residents, assisting with any residential issues such as work orders, renewals, etc.
Merchandiser
Pepsi Bottling Ventures
Wilmington, NC
04.2025 - 01.2026
- Organize pallets, run product, help with customer service
Career Agent
TransAmerica
Wilmington, NC
11.2023 - 12.2024
- Started as Career Agent, moved to Producer for a chance to work on financial accreditation, licenses held while working towards Series 7 and 66
Registered Financial Representative
Western and Southern Financial Group
Wilmington, NC
10.2022 - 11.2023
- Have been the top producer in the office with consistent sales and brokerage accounts with assets around 1 million dollars. Have passed my insurance and health exam, SIE, 6, 63 and currently working on 65 with designs to complete my 7 within the year. Handle insurance as well as financial guidance with mutual funds, annuities, IRAs, and more.
Assistant Manager
City block apartments
Wilmington, NC
02.2020 - 09.2022
- With sales knowledge have kept prelease at 100%, high retention rating because of self made decisions. Easily dealt with difficult situations and have shown as manager material. High experience in real estate management and knowledge with Yardi and Onesite.
Leasing Consultant
Southwood Realty
Wilmington, NC
02.2020 - 03.2021
- General day to day operations, opening clubhouses, cleaning, model prep, then leasing duties such as leasing, setting appointments, follow ups and move ins and move outs.
Night Manager
Kroger
Blacksburg, VA
02.2017 - 12.2019
- Oversaw all aspects of store operations, including sales, customer service, inventory management, and staff supervision
- Analyzed sales data regularly to identify trends and opportunities for improvement; implemented changes resulting in an XX% increase in average transaction value
- Developed employee schedules based on projected sales volume while optimizing labor costs without compromising customer service standards
Owner
Self Employed
Los Angeles, CA
01.2012 - 01.2017
- Started and ran a successful business that started from local sales in downtown Los Angeles, to sales all over Southern California. Used social media and marketing/networking strategies to build relationships and create a network that allowed me to expand business rapidly. In 2016, made the move to go from sole proprietor to LLC, with estimated revenue being around 3 million. Legislation changes caused me to put business on hold and move back to East Coast.
Leasing Consultant to Property Manager
The Province
Greensboro, NC
06.2010 - 12.2012
- Started as leasing consultant and received my CALP. Started with lease up of 612 unit property, leased apartments to walk-ins, assisted with any residential problems, handled vendors and rent. Moved my way up to Property Manager and received my CPM.
Education
High school diploma or GED -
Eastern Wayne High School
Goldsboro, NC05-2008
English (B.A.) - undefined
University of North Carolina at Wilmington
Wilmington, NC05-2016
Skills
- Account management
- Accounts Payable
- Accounts Receivable
- Analysis skills
- Analytics
- Apartment household management
- Attention to detail
- Budgeting
- Business development
- Computer operation
- Creative Writing
- Customer communication
- Customer relationship building
- Customer service
- Database management
- Databases
- Delegation
- Digital marketing
- Financial analysis
- Financial planning
- Financial services
- Google Docs
- Guest relations
- Guest reservation booking
- Investment
- Investment management
- Leadership
- Management
- Manager experience
- Marketing
- Microsoft Excel
- Microsoft Word
- Negotiation
- Office Management
- Operating systems
- Organizational skills
- Production planning
- Productivity software
- Product presentation
- Project management
- Property Leasing
- Property management
- Sales
- Sales lead qualification
- Social media management
- Task prioritization
- Team Management
- Team motivation (leadership skill)
- Technical Proficiency
- Time management
- Word processing
Certification
- Series 63 (expired)
- Series 6 (expired)
- Securities Industry Essentials (Active)
- Life & Health Insurance/Medicare/LTC License (Active)
- Certified Property Manager
- Driver's License
- Certified Apartment Leasing Professional (CALP)
PUBLICATIONS
- Tale of Maddeus Thorn
- Young adult fiction story based on a hero who turns into a werewolf with a powerful mystic scythe to protect the world from nightmare-ish creatures from a land beyond, each book spanning through a certain period of American/European history. Had been optioned at a time for an original series but since no further interest, self-published.
Timeline
Financial Professional
Bankers Life
03.2026 - Current
Multifamily Leasing Consultant
BG Staffing
01.2026 - Current
Merchandiser
Pepsi Bottling Ventures
04.2025 - 01.2026
Career Agent
TransAmerica
11.2023 - 12.2024
Registered Financial Representative
Western and Southern Financial Group
10.2022 - 11.2023
Assistant Manager
City block apartments
02.2020 - 09.2022
Leasing Consultant
Southwood Realty
02.2020 - 03.2021
Night Manager
Kroger
02.2017 - 12.2019
Owner
Self Employed
01.2012 - 01.2017
Leasing Consultant to Property Manager
The Province
06.2010 - 12.2012
English (B.A.) - undefined
University of North Carolina at Wilmington
High school diploma or GED -
Eastern Wayne High School