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Matthew Wackerhagen
Director-level Growth & Innovation Leader specializing in AI-enabled transformation
Charlotte, NCHead of Strategic Accounts10 years experienceDirectorConsultingFinancial ServicesHealthcare
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About
Innovation-focused operator from a Fortune 100 financial services environment (TIAA) who repeatedly brought startups into the enterprise to accelerate change. Created a white-glove inside sales model to improve annuity conversions, generating hundreds of millions in year-one impact and reportedly surpassing $1B over time. Interested in entrepreneurship but only with a funded startup that can provide salary stability.
Experience
Head of Strategic AccountsCarlton Richards
Director of InnovationTIAA
Education
Georgetown Universitybachelor, Liberal Studies (2027)
Key Strengths
- Built and launched a white-glove inside sales service that became the top annuity conversion channel at TIAA
- Drove hundreds of millions in annuity conversion revenue in the first year; initiative reportedly exceeded $1B over time
- Strong customer-centric problem solving (deep focus on understanding customer and advisor needs)
- Applies design thinking and rapid experimentation to validate solutions and improve outcomes
- Experience driving innovation within a Fortune 100 financial services environment by partnering with startups
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