As Business Development Coordinator, Mat Weiss assists advisors in their factfinding mission to determine if Dynamic is the right fit for their practice. During his time at Dynamic, Mat has served on many teams, including Onboarding and Portfolio Services. Mat started in the financial services industry in 2007 as an advisor with MassMutual and worked at Charles Schwab in the Alternative Investment and Margin Services departments. He earned a Bachelor of Business Administration in Finance and a minor in Economics from the University of Wisconsin, Green Bay. Living in Phoenix, Mat enjoys reading, spending time with his dog and cheering on Wisconsin sports teams.