Matt Wakely
About Matt Wakely
Matt Wakely is a Client Success Specialist at AdvisorStream, where he has worked since 2021. He has prior experience as an Analyst at Computershare for six years and as a Small Business Specialist at TELUS for eight years.
Work at AdvisorStream
Matt Wakely has been employed at AdvisorStream as a Client Success Specialist since 2021. In this role, he focuses on ensuring client satisfaction and success, contributing to the overall performance of the company. His responsibilities include providing support to clients, addressing their needs, and facilitating the effective use of AdvisorStream's services.
Previous Experience at Computershare
Before joining AdvisorStream, Matt Wakely worked at Computershare as an Analyst from 2015 to 2021. During his six years in this position, he developed analytical skills and gained experience in handling client data and financial services. His role involved working with various stakeholders to improve processes and enhance client experiences.
Career at TELUS
Matt Wakely began his career at TELUS, where he served as a Small Business Specialist from 2007 to 2015. Over the course of eight years, he engaged with small business clients, providing them with tailored solutions and support. This experience helped him build a strong foundation in customer service and client relationship management.
Professional Background
Matt Wakely has a diverse professional background in client services and analytics. His career spans over 15 years, with significant experience in roles that emphasize client engagement and support. This background equips him with the skills necessary to excel in his current position at AdvisorStream.