Matthew Emanuel in

Matthew Emanuel

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Head of Business Development at Advisor I/O by CION
📍 New York, New York, United States

Matthew is the Head of Business Development at Advisor I/O by CION, recognized for scaling high-growth, technology-driven businesses in fintech and wealth solutions. With over a decade of leadership, he holds Series 6 and 63 certifications and earned a Bachelor of Science from Ramapo College of New Jersey.

Outside of his direct professional responsibilities, Matthew maintains a keen interest in the broader financial landscape, following major institutions like JPMorgan Chase and Bank of America. He also likely follows professional sports teams from the New York and New Jersey area, given his local educational background.

He is focused on helping financial advisors succeed by providing them with content, coaching, and modern marketing support.

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Experience
5 Years
Current Role
Head of Business Development
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Matthew cares about

Advisor Growth Strategies
His current role is centered on helping financial advisors expand their practices through content, coaching, and modern marketing.
Fintech Innovation
His experience includes roles at Fintech Meetup and scaling technology-driven businesses, demonstrating a focus on industry innovation.
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Career

Work history

6-2024
Head of Business Development
Advisor I/O by CION
6-2024
Director
CION Investments
6-2022 - 6-2024
VP of Sales
Fintech Meetup
11-2022 - 5-2024
Vice President
USI Insurance Services
6-2020 - 6-2022
Sales Manager
ADP
In the press

Media appearances

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Education
2011 - 2015
Bachelor of Science (BS)
Ramapo College of New Jersey
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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