MATHEW ELKINS
Oakdale,CT
Summary
Senior Operations and Investment Services professional with 6+ years of experience across asset management, annuities, investor relations, and global payment operations. Demonstrated expertise in foreign and domestic payment investigations, SWIFT-related exception resolution, trade execution and settlement, cash and securities reconciliation, risk mitigation, and cross-functional escalation. Proven ability to partner with front office teams, custodians, correspondent banks, and counterparties in high-volume, deadline-driven environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Inbound Sales Consultant, Internal Sales
Prudential
05.2025 - Current
- Provide product guidance to financial advisors on life, annuity, and rider features, payout structures, medical underwriting requirements, and tax considerations.
- Manage a high-volume inbound call queue, research contract data, identify discrepancies, and coordinate corrections across operations, agency services, and compliance.
- Document call notes, update CRM records, and track follow-up actions to ensure accurate processing.
- Consulted with clients to identify their financial needs and goals.
- Guided clients through product options and benefits tailored to their situation.
- Collaborated with cross-functional teams to enhance customer service strategies.
Mutual Funds & Annuities Associate
Prudential
06.2024 - 05.2025
- Processed commission splits, verified licensing, resolved discrepancies, managed new business cases end-to-end, and served as liaison between producers, sales teams, and agency services.
- Collaborated with cross-functional teams to enhance project workflows and communication.
- Analyzed client data to identify trends and improve service delivery strategies.
- Provided customer service support for inquiries, complaints, and returns.
Senior Associate, Shareholder Services
State Street Global Advisors
05.2023 - 05.2024
- Investigated foreign and domestic payment failures, SWIFT-related exceptions, rejected wires, and settlement discrepancies; coordinated with custodians and correspondent banks; and supported end-of-day pricing and trade documentation.
Cash & Securities Management Consultant
MassMutual
Springfield, MA
01.2023 - 02.2023
- Supported cash forecasting, payment validation, reconciliation, and resolution of trading and settlement discrepancies.
Investment Operations Analyst - Data Integrity
HIMCO
Hartford, CT
11.2021 - 08.2022
- Oversaw trade operations across fixed income, equity, and derivatives; resolved settlement failures; and supported audits.
Senior Associate, Investor Relations
SS&C Technologies
Windsor, CT
04.2021 - 11.2021
- Processed investor subscriptions, redemptions, KYC documentation, and coordinated domestic and international wire transfers.
401(k) Administrator
USI Consulting Group
Glastonbury, CT
04.2020 - 04.2021
- Processed participant transactions, supported compliance reporting, audits, and client service requests.
GWIM Operations Representative
Bank of America
Jacksonville, FL
10.2018 - 02.2020
- Supported mutual fund and money market settlement, resolved cash and position discrepancies, and trained analysts.
Education
Bachelor of Arts - Business Management
Jacksonville University
Jacksonville01.2018
LEAN / Six Sigma Green Belt -
University of North Florida
01.2017
Skills
- Foreign & Domestic Payment Investigations (SWIFT / Cross-Border)
- Exception Handling
- Root-Cause Analysis
- Escalation
- Trade Execution
- Settlement
- Reconciliation
- Cash & Securities Operations
- Risk Mitigation
- Compliance
- Client Communication
- Investor Communication
- Counterparty Communication
- Process Improvement (LEAN / Six Sigma Green Belt)
- Salesforce
- CRM
- Bloomberg
- Morningstar
- Maximas
- Oracle
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
Certification
- LEAN / Six Sigma Green Belt - University of North Florida (2017)
- Securities Industry Essentials (SIE)
- Series 6
Timeline
Senior Inbound Sales Consultant, Internal Sales
Prudential
05.2025 - Current
Mutual Funds & Annuities Associate
Prudential
06.2024 - 05.2025
Senior Associate, Shareholder Services
State Street Global Advisors
05.2023 - 05.2024
Cash & Securities Management Consultant
MassMutual
01.2023 - 02.2023
Investment Operations Analyst - Data Integrity
HIMCO
11.2021 - 08.2022
Senior Associate, Investor Relations
SS&C Technologies
04.2021 - 11.2021
401(k) Administrator
USI Consulting Group
04.2020 - 04.2021
GWIM Operations Representative
Bank of America
10.2018 - 02.2020
Bachelor of Arts - Business Management
Jacksonville University
LEAN / Six Sigma Green Belt -
University of North Florida