Robert Beall is a Vice President for Matrix Financial Solutions, a Broadridge Financial Solutions company (NYSE: BR). Matrix is a leading provider of TrueOpen™ retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 400 financial institutions with over $425 billion in customer assets processed through its trading platform.
As a Vice President of Sales, Robb has helped establish Matrix as one of the leaders in providing back-office products and services to the financial services industry, including its award-winning mutual fund and ETF trading platform and custodial services. Since becoming one of the lead sales and relationship managers, Matrix has consistently achieved year-over-year growth and outstanding customer satisfaction.
Robb has worked in the Financial Services industry for over 27 years. Mr. Beall received B.A. in Marketing from the Metropolitan State University of Denver and holds the following designations: FINRA Series 7, 66.