Matthew J. Naumec

Go-getter
DISC Type : d

Senior Associate, Client Relationship Manager at Winged Keel Group

Greater Boston, United States

Overview

Matthew Naumec is a Senior Associate and Client Relationship Manager at Winged Keel Group, where he specializes in life insurance portfolios for wealth management. He holds Series 6 and 63 certifications and earned his bachelors degree from Boston College, where he made the Atlantic Coast Conference Honor Roll.

Before his career in finance, Matthew was a dedicated professional golfer. He was a two-year captain for the NCAA Division I golf team at Boston College and later competed on the PGA TOUR Canada and PGA TOUR Latinoamérica.

He successfully transitioned from a touring professional golfer who participated in the 2019 U. S. Open to a career in wealth management.

Personality Overview

Fast-Paced

Decisive

Self-Confident

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Wealth Management
He works closely with ultra-affluent clients to design, implement, and administer life insurance portfolios for wealth management and planning purposes.
Professional Golf
He was a professional golfer on the PGA TOUR Canada and PGA TOUR Latinoamérica, and also competed in the 2019 U. S. Open.
College Athletics
As a former NCAA Division I student-athlete and two-year captain for the Boston College golf team, he understands discipline and leadership.

Media Appearances

Matthew has no verified media appearances

Work History

2-2025
Senior Associate, Client Relationship Manager at Winged Keel Group
1-2023 - 2-2025
Associate, Client Relationship Manager at Winged Keel Group
3-2021 - 1-2023
Case Design Associate at Winged Keel Group
5-2019 - 3-2021
Professional Golfer at PGA TOUR
8-2015 - 5-2019
Boston College Golf, NCAA Divison I Student Athlete & Captain at Boston College

Education

2015 - 2019
Bachelor's degree from Boston College
2012 - 2015
Education details unavailable from Wilbraham & Monson Academy

More Information

Social Presence :

Prographics :

Exp : 8 Location : Greater Boston, United States Job Level : Middle Designation : Senior Associate, Client Relationship Manager at Winged Keel Group
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Insights For Selling To Matthew J.

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Refer to testimonials from others in similar positions
  • Be crisp while making the pitch

DONT's

  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew J. is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Matthew J.

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Matthew J. move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Matthew J. take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Matthew J.

Personality Compatibility


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