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Matthew Sursely

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Matthew Sursely

VP | Trust/Investment Advisor Manager | Financial Planner | Baker Boyer Bank

Walla Walla, Washington, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Matthew Sursely

Work Experience

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VP | Trust/Investment Advisor Manager | Financial Planner at

Baker Boyer Bank

January 2023 - Present

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AVP | Trust/Investment Advisor Supervisor | Financial Planner at

Baker Boyer Bank

November 2019 - January 2023

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Senior Mortgage Loan Officer at

HomeStreet Bank

July 2018 - November 2019

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Loan Consultant at

Caliber

October 2017 - July 2018

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Sales Manager at

Anniemac Home Mortgage

March 2016 - December 2016

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Regional Sales Manager - Retail / Wholesale Lending at

First Century Bank

October 2012 - June 2016

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Sr. Account Executive at

EverBank

February 2008 - October 2012

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Account Executive at

MortgageIT

October 2005 - February 2008

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Production Coordinator at

Bank of America

June 2005 - October 2005

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Processor / Loan Officer at

Island Home Capital

September 2004 - May 2005

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Outside Services Manager at

The Members Club At Aldarra

January 2000 - September 2004

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Outside Services / Bag Rat at

Mill Creek Country Club

January 1989 - January 2000

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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

mail

********@bakerboyer.com

***************@homestreet.com

********@mac.com

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Michele Bucklin

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Mitch Roach

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Shaun Callan

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Kain Evans

Chief Technology Officer

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