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Matthew Sursely
Matthew Sursely
VP | Trust/Investment Advisor Manager | Financial Planner | Baker Boyer Bank
Walla Walla, Washington, United States
Matthew Sursely
Summary
Matthew Sursely is an accomplished financial services professional currently serving as Vice President and Trust/Investment Advisor Manager at Baker Boyer Bank. With a rich background in account management, mortgage lending, and financial planning, he has established a reputation for delivering exceptional client service and innovative financial solutions. Matthew's experience spans over two decades in various roles within the banking and mortgage industries, showcasing his adaptability and commitment to professional growth. He holds a Bachelor of Arts in Business Administration, specializing in Finance and Human Resources from Western Washington University. Notably, he has been recognized as a top producer in loan volume throughout his career. Outside of his professional pursuits, Matthew is passionate about fostering relationships within his community and is dedicated to empowering first-time home buyers. His leadership experience and extensive knowledge in wealth management make him a valuable asset in the financial sector.
Matthew Sursely
Work Experience
VP | Trust/Investment Advisor Manager | Financial Planner at
Baker Boyer Bank
January 2023 - Present
AVP | Trust/Investment Advisor Supervisor | Financial Planner at
Baker Boyer Bank
November 2019 - January 2023
Senior Mortgage Loan Officer at
HomeStreet Bank
July 2018 - November 2019
Loan Consultant at
Caliber
October 2017 - July 2018
Sales Manager at
Anniemac Home Mortgage
March 2016 - December 2016
Regional Sales Manager - Retail / Wholesale Lending at
First Century Bank
October 2012 - June 2016
Sr. Account Executive at
EverBank
February 2008 - October 2012
Account Executive at
MortgageIT
October 2005 - February 2008
Production Coordinator at
Bank of America
June 2005 - October 2005
Processor / Loan Officer at
Island Home Capital
September 2004 - May 2005
Outside Services Manager at
The Members Club At Aldarra
January 2000 - September 2004
Outside Services / Bag Rat at
Mill Creek Country Club
January 1989 - January 2000
Matthew Sursely
Education
Western Washington University, Bachelor Of Arts
January 2000 - January 2004
Archbishop Murphy High School, High School Diploma
January 1996 - January 2000
Frequently Asked Questions about Matthew Sursely
What is Matthew Sursely email address?
Matthew Sursely's primary email address is ********@bakerboyer.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Matthew Sursely work for?
Matthew Sursely is a VP | Trust/Investment Advisor Manager | Financial Planner at Baker Boyer Bank, a company specializing in Depository Credit Intermediation.
Where Matthew Sursely graduated from?
Matthew Sursely holds a degree in Business Administration; Finance And Human Resource from Western Washington University.
How can I directly contact Matthew Sursely?
To contact Matthew Sursely directly, you can use the email address ********@bakerboyer.com. Complete contact information is available upon registration with Muraena.
Who is Matthew Sursely?
Matthew Sursely is an accomplished financial services professional currently serving as Vice President and Trust/Investment Advisor Manager at Baker Boyer Bank. With a rich background in account management, mortgage lending, and financial planning, he has established a reputation for delivering exceptional client service and innovative financial solutions. Matthew's experience spans over two decades in various roles within the banking and mortgage industries, showcasing his adaptability and commitment to professional growth. He holds a Bachelor of Arts in Business Administration, specializing in Finance and Human Resources from Western Washington University. Notably, he has been recognized as a top producer in loan volume throughout his career. Outside of his professional pursuits, Matthew is passionate about fostering relationships within his community and is dedicated to empowering first-time home buyers. His leadership experience and extensive knowledge in wealth management make him a valuable asset in the financial sector.
Matthew`s contact details
********@bakerboyer.com
***************@homestreet.com
********@mac.com
Colleagues
Vice President | Family Advisor | D.S. Baker Advisors
Vice President and Senior Portfolio Manager
Vice President and Business Banking Advisor
Executive Vice President - D.S. Baker Advisors
Vice President, Senior Business Analyst
Vice President - Credit Administrator/Chief Credit Officer
Vp/Senior Wealth Strategist
VP/Business Advisor
VP Private Banking Advisor
Chief Technology Officer