Matt Frankiewicz
Orland Park,IL
Summary
Accomplished Portfolio Associate with a proven track record at Morgan Stanley, enhancing portfolio management and client satisfaction. Expert in investment research and trading strategies, I excel in high-stress situations, demonstrating strong organization and exceptional attention to detail. My approach has significantly improved process efficiency and client onboarding, underscoring my capability as a flexible team player.
Overview
24
24
years of professional experience
Work History
Portfolio Associate
Morgan Stanley PWM
04.2021 - Current
- Provide top-tier service to high-net-worth clients
- Ensure efficient order processing and settlement by working closely with various departments.
- Create detailed reports on portfolio performance.
- Ensure portfolios adhere to regulatory standards.
- Implement best practices for enhanced portfolio management.
- Monitor global economic indicators affecting market conditions.
- Develop strong relationships with clients by providing timely updates on portfolio performance and addressing any concerns or queries.
Senior Wealth Strategy Associate
UBS Financial Services
03.2014 - 04.2021
- Simplified internal processes to increase onboarding efficiency.
- Conducted research on economic trends.
- Strengthened client relationships via consistent communication and exceptional service.
- Educated clients on financial topics and best practices.
Director of Online Trading
PTI Securities & Futures, LP
08.2000 - 03.2014
- Enhanced trade execution speed using advanced technology solutions.
- Optimized workflow processes to boost efficiency.
- Ensured precise and detailed order placements, reducing trade errors.
- Managed high-stress situations during market volatility successfully.
Education
Bachelor of Science - Business
Trinity Christian College
Palos Heights, IL06-2015
Skills
- Trading strategies
- Investment research
- Strong organization
- Excellent attention to detail
- Microsoft Excel
- Due diligence
- Flexible team player
FINRA Licenses Held:
- Series 7 - General Securities Representative Examination
- Series 66 - Uniform Combined State Law Examination
- Series 9 - General Securities Sales Supervisor - Options Module Examination
- Series 10 - General Securities Sales Supervisor - General Module Examination
- Series 3 - National Commodity Futures Examination
- Series 4 - Registered Options Principal Examination
- Series 63 - Uniform Securities Agent State Law Examination
Timeline
Portfolio Associate
Morgan Stanley PWM
04.2021 - Current
Senior Wealth Strategy Associate
UBS Financial Services
03.2014 - 04.2021
Director of Online Trading
PTI Securities & Futures, LP
08.2000 - 03.2014
Bachelor of Science - Business
Trinity Christian College
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