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Results-driven and well organized Sales Professional with extensive experience in sales management, leadership and business development.  Proven track record of project management as well as revenue and profit growth.  Outstanding ability to assess needs and execute innovative solutions to meet client and corporate goals while yielding optimal results.  Build lasting business relationships with teams and within strategic partnerships.  Proactive leader able to critically evaluate and rapidly respond to changing business environments.  Adept at leveraging business acumen across diverse cultures and economies.


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How to Become an Elite Salesperson

As an experienced sales professional, Matthew Gaeta has been recognized with a number of industry awards and accolades. While serving as the vice president and financial consultant at Charles Schwab & Co., Inc., Matthew Gaeta was named to the Charles Schwab Chairman’s Club for six consecutive years. He also earned the Charles Schwab Northeast Achievement Award six times during the same period and was given the Schwab Bank Achievement Award multiple times.To become an award winning sales representative, an individual must have personal accountability. Lesser salespeople often look to management, marketing, and the status of the overall economy during times of decreased sales. Top ranked sales professionals, on the other hand, look inward and attempt to create alternative streams of revenue during challenging financial periods. In a similar fashion, sales professionals must be willing to try new methods of sales when older techniques no longer yield results. Even if a practiced technique continues to work, many mid-level salespeople stagnate due to an inability to adapt to changing markets. An elite salesperson continuously advances his or her sales knowledge in preparation of a turn in the market, even if current sales techniques still work.Continuing sales training and marketing education is perhaps the most important step a sales representative can take in order to advance to the next career level. Sales courses, workshops, conferences, and networking meetings should be utilized at every opportunity. With a turbulent economy and a market that is dictated in part by the constantly evolving industry of social media, any sales professional who takes a passive approach to the profession will soon be left in the dust.


Work experience

Mar 2011Dec 2012

Senior Sales Executive

Unique Insurance Concepts LLC
Dec 2010Mar 2011

Vice President – Institutional Sales and Trading

Fusion Analytics Holdings LLC
Jan 2004Nov 2010

Vice President - Financial Consultant

Charles Schwab & Co., Inc




Fairleigh Dickinson University