Matthew C Philistine, APMA®, AWMA®, CRPC®
Medium Partner Program Writer at Medium
Instant Booking
Bio
My primary focus is providing business insurance strategies and investment advice for small to mid-sized businesses. A secondary emphasis is mentoring startups and delivering personal financial planning. I also enjoy using digital marketing skills to benefit my network. I support the CONNECTpreneur community and Go Global World, as well as other venture platforms, by promoting their in-person and online events. The movement I created, #LOVENEPABUSINESS, informs and educates people about the great small businesses in my community, northeastern Pennsylvania, (NEPA) Networking is a main priority for me. This has empowered me to give back to my real and virtual community. I support my network through referrals, sharing relevant resources, and industry-specific events. Furthermore, I help venture capital firms source and perform due diligence on new startups. Key Competencies: Business Development Campaign Manager Collaborator Commercial Insurance Content Creation Digital Marketing Email Marketing Event Planner G Suite Google Analytics Grant Writing Investment advising Microsoft Excel Sources new startups and performs due diligence WordPress My Current Projects include: Continuing to build my content portfolio on topics my network finds relevant Placing the financial interests of my clients first through a Registered Investment Adviser (RIA) Sharing and positively promoting small businesses in my community through the #LOVENEPABUSINESS movement on Facebook Learning more about the venture capital industry while serving my connections and always being present Experimenting with different HTML Editors Increasing financial planning, business insurance, startup valuation, and digital marketing skills Continuing to build my professional relationships through networking and thoughtful interactions Strong Involvement in my community throughout northeastern Pennsylvania and virtually I'm looking to connect with the following professionals: Startup founders, either in the pre-seed or in the seed funding stage. The industry or vertical doesn't matter. I want to assist these startups by connecting them to those decision-makers in my network. I would also like to continue supporting the small businesses in my community. Anyone who believes in true networking, not trying to sell anything during our first meeting, email, or through LinkedIn messaging. If all goes well, perhaps we can refer clients to one another. Here are some fun facts about me I enjoy exercising, wellness, traveling, and trips to Pennsylvania wine country.
What to Expect

For Career Transitions:

I transitioned from the healthcare industry into the financial services industry. While there were challenges, I made the change. Consider the following questions: What is your why? Why do you want to transition into this new field? Have you done your research or homework regarding your new endeavor? What transferable skills do you bring to this new industry or field? I'm looking for professionals who have a strong desire to succeed in their new field or industry.

For New Startups:

Through thoughtful networking, I support startup/investment organizations such as CONNECTpreneur. My mentoring experience includes NEPA Score, MicroMentor, MassChallenege, and several other mentoring platforms. Every startup has at least one thing in common. Their stories are fascinating.

For Both Career Transitions and New Startups:

I'm mindful of the difficulties for new startups, as well as the stress in transitioning into a new career. My promise is to listen to your career transition situation as well as your new startup endeavor while suspending judgment. Also, I would ask the questions to help you think about your next move. Whenever appropriate, I'll share some resources to help you along your journey. This would include possible introductions to my professional network.

Let's put something on the calendar and connect.

Thank you,

Matthew Philistine

Session Topics
Career Transition
New Startups
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