Sales Professional Matthew Gaeta
About Matthew Gaeta
A results-driven sales professional based in New Jersey, Matthew
Gaeta most recently worked as a senior sales executive with Unique
Insurance Concepts LLC in Palm Beach Gardens, Florida. He managed all
aspects of the firm’s sales, including the development and
implementation of a sales plan. Matthew Gaeta conducted risk
assessments, recommended new products, and evaluated company
effectiveness. Prior to that, he served as vice president of
institutional sales with Fusion Analytics Holdings LLC in New York City.
He marketed and sold financial products to a variety of institutional
clients, including insurance firms and portfolio managers.
As an award-winning financial consultant with Charles Schwab & Co., Inc., for six years, Matthew Gaeta consistently placed within the top one percent of all revenue producers and increased assets under management by 30 percent per year. With the Northwestern Mutual Financial Network before Schwab, Matthew Gaeta also excelled, winning the Top 1% Regional New Business Award from 2002 to 2004. In other positions, the business development expert acted as a sales analyst for Datek Online and a financial consultant with Merrill Lynch & Co. Inc.