Matthew Arnella
Atlantic Highlands,NJ
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Investment Associate
JP Morgan
05.2018 - Current
- Manage the daily operations of a +250mm book of business comprised of 75 Households
- Work with existing and prospective clients to achieve their long term financial goals
- Responsible for trading, portfolio construction & client reporting
Portfolio Associate
Morgan Stanley
06.2008 - 05.2018
- Managed all financial operations for a group of three advisors
- Assisted in manager & stock selection when building client portfolios.
- Provided all clients with an exceptional level of customer service by responding quickly and always working in an efficient manner
Education
Bachelor of Science - Finance
University of Scranton
Scranton, PA05-2008
High School Diploma
Christian Brothers Academy
Lincroft, NJ05-2004
Skills
- Investment Strategy
- Portfolio Construction
- Risk Analysis
- Portfolio Management
- Investment performance analysis
Certification
CFP® - CERTIFIED FINANCIAL PLANNER
Timeline
Investment Associate
JP Morgan
05.2018 - Current
Portfolio Associate
Morgan Stanley
06.2008 - 05.2018
Bachelor of Science - Finance
University of Scranton
High School Diploma
Christian Brothers Academy
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