Matt McKeown
Miami,FL
Summary
Dynamic leader with a proven track record at Fratila & Company, raising ~$20M and previously generating $150M+ in loan volume. Excelled in financial analysis and operations management, fostering cross-functional teamwork and strategic planning for business growth. Skilled in navigating complex negotiations and mentoring teams towards achieving exceptional results.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Chief Operating Officer
Fratila & Company
01.2023 - Current
- Formed a new hedge fund from ground up, negotiating complex legal structuring of the fund with CFTC and various counter parts
- Negotiated contracts and agreements to secure favorable terms and maximize profits.
- Promoted a positive corporate culture by implementing employee engagement programs that recognized achievement and fostered collaboration among teams.
- Streamlined operations by implementing efficient processes and systems, leading to increased productivity and cost savings.
- Enhanced company reputation by establishing strong relationships with clients, partners, and stakeholders.
- Negotiated seed and investment deals
- Raised ~$20M in investments
- Developed third party relationships enabling the strategy to provide monthly positive cash flow
- Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
- Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
- Oversaw day-to-day operations across multiple departments, ensuring timely delivery of projects and streamlined workflows.
- Guided teams through periods of significant change by providing clear communication and decisive leadership during transitions.
Growth Consultant
Lanzilli Education Solutions
09.2022 - 01.2023
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Loan Officer
Mortgage Network, Inc.
07.2020 - 04.2022
- Joined a family business capitalizing on the lowest interest environment in history
- Generated $150M+ in loan volume
- Advised senior level manament on strategies to achieve the best performing record in the history of the company
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
High Yield Bond Analyst
Liberty Mutual Investments
05.2019 - 08.2019
- Identified trends and patterns in large datasets, leading to actionable insights for business growth.
- Modeled the fincials of high yield bond and debt offerings for portfolio managers to make real-time investment decisions
- collaborated with team to provide best-possinle investment theises and real-time sector analysis
- Developed deep skills for anyalysing complex financial reports
Education
Bachelor of Science - Accounting And Finance
Kelley School of Business At Indiana University
Bloomington, IN05.2020
Skills
- Financial Analysis
- Operations Management
- Cross-Functional Teamwork
- Strategic Planning
- Process Improvement
Certification
Series 3, SIE
Big Picture Visionary
My understanding of business is wide in breath: financial analysis, operational leadership, sales, marketing, etc. I am a master of the business cycle by maintaining a strong optimistic, long-term vision, while understanding the daily activities and organizational structure need to achieve ambitious goals. I set forward detailed business plans and then fight like hell to make sure each facet of the company is aligned in achieving the broader vision.
Timeline
Chief Operating Officer
Fratila & Company
01.2023 - Current
Growth Consultant
Lanzilli Education Solutions
09.2022 - 01.2023
Loan Officer
Mortgage Network, Inc.
07.2020 - 04.2022
High Yield Bond Analyst
Liberty Mutual Investments
05.2019 - 08.2019
Bachelor of Science - Accounting And Finance
Kelley School of Business At Indiana University