1. Mathew J. White
403 Church Street  Spring Lake, NJ 07762  (732) 757-6289
mjwhite330@gmail.com
SUMMARY OF QUALIFICATIONS
Background encompasses 30+ years of professional experience with accomplishments in the areas of sales, business
development, financial analysis and managing of High Net Worth clients. A self-motivated, versatile individual, with the
last three and a half years, in the Solar Industry. A successful record of achieving company objectives through persistent effort,
strong follow-through and attention to customers’ needs. Hard working and conscientious with the ability to work well
independently and as part of a team.
PROFESSIONAL EXPERIENCE
Trinity Solar – Energy Consultant 05/15-Present
NRG Home Solar – Solar Specialist 09/12 – 02/15
Educated the Homeowner on all the great reasons for going solar. Presented all aspects of the programs. How the programs
would benefit them, how they worked and would have the homeowner OK the agreement. Sold over 300 Solar Systems
representing in excess of 6 million dollars in sales.
Independent Broker – Financial Advisor 10/08 – 06/12
Responsible for bringing business into the firm and dealing with High Net Worth clients in all aspects of their financial needs.
Currently servicing just under a hundred clients and have put in for hundreds of millions of dollars in transactions. An
Accredited Asset Management Specialist with an Accounting Degree, Series 7, 63 and 65, Life and Health Licenses.
Wachovia Securities/ AG Edwards – Financial Advisor 12/06 - 07/08
Cross Financial - CFO 08/04 - 11/06
Vanguard Capital - Senior Vice President- Financial Advisor 08/03 - 08/04
Fleet Bank - Senior Financial Consultant – Private Banking - CPA Alliance 11/99 - 07/03
Recruited to establish a new division, in the private banking area, called the CPA Alliance. Fostered strong relationships with
the CPA community to develop revenue-sharing agreements. Assist high net worth clients with investments and insurance
needs. Oversaw 25 firms in New Jersey producing over $200,000 in fee income with approximately $20 million of investable
assets and insurance. Worked closely with the Centers of Influence within the bank and in the outside communities.
MERRILL LYNCH - Private Client Group 1997 - 1999
Financial Consultant
Responsible for building a business and helping my clients reach their financial goals. Contact individuals and businesses t o
provide financial services from 401(k)s, pensions, lines of credit, mortgages to stocks, bonds, IRAs, annuities and interest
bearing accounts. Opened 110 new relationships and generated $12 million of assets under management.
AUTOMATIC DATA PROCESSING (ADP) 1991 - 1997
Major Account Sales Training Manager, June 1996-Feb. 1997
Major Account District Manager, June 1994 - June 1996
Generated $350,000 in new business annually. Responsible for the management, growth and customer satisfaction for over 75
major accounts with billings of over $1.5 million. Cultivated new prospects monthly by analyzing current systems and
providing a better payroll and human resource software solution. Took an active role in overseeing a teamof eight associates.
 Achieved President’s Club status three out of four years, exceeding quota by 110% or greater.
 Member of $300,000 Club for three consecutive years; received numerous monthly and annual awards.
Senior District Manager, June 1993 - June 1994
District Manager, 1991-1993
Supervised and assisted three team members with larger clients and more complicated sales while attaining individual sales
objectives. Promoted to Major Accounts District Manager. Performed consultive sales in financial computer software. Rated
as number one District Manager in Princeton Region in total revenue, exceeding quota by 125%. Served as District Manager
Mentor, Head of Committee and Team Leader.
AMERICAN TELEGRAPH& TELEPHONE COM. (AT&T) 1986 - 1991
Account Executive - Network Major Markets, 1989-1991
Satisfied the needs, engineered the flow, gauged the growth and recognized new applications for customer telecommunication
traffic. Gathered data and generated proposals. Utilized presentation and selling skills.
Tax Supervisor, 1986-1989
Calculated book/tax depreciation and related deferred taxes. Prepared and reconciled tax return information for twelve states.
SAX, MAY, FROMM, CERTIFIED PUBLIC ACCOUNTANTS 1983 - 1985
Junior Accountant
Performed audits throughout New Jersey and New York. Dealt directly with clients in preparing numerous corporate,
partnership, estate and individual tax returns.
EDUCATION
SETON HALL UNIVERSITY, School of Business - B.S. in Business Administration/Accounting, May 1983