Mateo Marrullier
St Petersburg,FL
Summary
Currently working as a relationship manager/ investment associate at Florida’s largest employee-owned trust company with $2.7 billion assets under management. Experienced in operating wealth management platforms, providing exceptional service to high-net-worth families, foundations, and estates. Strong background as an investment analyst, I bring experience in conducting market research, portfolio analysis, and risk assessment.
Overview
3
3
years of professional experience
Work History
Investment Associate/ Relationship Manager
Sabal Trust
St. Petersburg, FL
06.2023 - Current
- Responsible for supporting a retail team by performing daily account activities, fulfilling client needs and organizing information for ease
- Develop and maintain strong relationships with a portfolio of clients, providing high-quality financial advice and trust fund management services
- Assist in managing trust fund assets, ensuring compliance with regulatory requirements and trust agreements
- Leverage financial planning software and CRM systems to maintain accurate client records and enhance service efficiency
- Collaborate with senior relationship managers and cross-functional teams to implement wealth management solutions that align with client’s long-term objectives.
Investment Analyst
Sabal Trust
St. Petersburg, FL
06.2022 - 05.2023
- Develop financial models for use in company projections, analysis, and in-depth research on companies
- Met with Co-Portfolio Managers to provide summaries of research ideas
- Assisted in managing fixed income trade activity including account liquidations, buying/selling of individual securities, swaps, checking overbalances
- Consolidated, executed, and reconciled bond trades for multiple retail teams.
Internship
Sabal Trust
St. Petersburg, FL
06.2021 - 08.2021
- Worked alongside the firm’s investment strategy group assisting in fixed income operations and equity analysis
- Supported retail teams by overseeing daily client services and trust administration activities.
Education
B.A. Finance -
Florida Atlantic University
Florida Bankers Association Trust And Wealth Management School
Skills
- Relationship Management
- Investment Analysis
- Information Organization
- Trust and Estate Management
- Financial Planning Expertise
- Client Relationship Development
- Client Engagement
- Sales Skills
Accomplishments
- Promoted from investment analyst to investment associate in recognition of demonstrated skills, commitment, and contributions to the firm.
- Played a key role in successfully transitioning day-to-day operations to a new wealth management software (FIS to SEI). Responsible for ensuring minimal disruptions and maximizing operational efficiency for over 1,500 accounts.
- Contributed to a high-performing team initiative that not only met but surpassed the 2023 recurring revenue goal ($425,000), showcasing the ability to drive exceptional results through collaborative efforts.
- One of the youngest associates invited to participate in employee stock ownership.
Volunteer And Community Service
- Delta Tau Delta Ritual Chair/E board member- FAU, 2018, 2022
- Empath Suncoast Hospice Volunteer, 2015, 2018, Resale Shoppe Volunteer - Cashier & Stock Boy
- Fundraiser for Men’s health awareness (Movember), 2018, 2019
- Owlthon, 2018, 2022
- Hospice Patient & Family Support Training Program, April 2015, 15
- National League of Junior Cotillions, April 2015, Certificate of Achievement
- Pasadena Community Church Youth Group, St. Pete, FL, 2010, 2015
College Work Experience
- Dubliner Irish Pub, Boca Raton, FL, Waiter, 08/01/19, 03/01/20
- Middle Grounds Grill, Treasure Island, FL, Food-runner, seafood restaurant, 02/01/18, 02/01/19
Hobbies and Interests
- Scuba diving
- Skiing
- Golf
- Cooking
Timeline
Investment Associate/ Relationship Manager
Sabal Trust
06.2023 - Current
Investment Analyst
Sabal Trust
06.2022 - 05.2023
Internship
Sabal Trust
06.2021 - 08.2021
B.A. Finance -
Florida Atlantic University
Florida Bankers Association Trust And Wealth Management School
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