Matthew Dermer
East Hampton
Summary
Results-driven finance professional with extensive experience in asset management and investment as well as exposure to accounting, reporting, and strategic planning. Seeking a leadership role to leverage expertise in driving financial growth and operational efficiency for the organization.
Overview
32
32
years of professional experience
3
3
years of post-secondary education
Work History
Managing Director, Investments
Morgan Stanley
03.2024 - Current
Managing Director, Investments
Wells Fargo Advisors, Wells Fargo & Co
9 2007 - 02.2024
- Managed a team of finance professionals and administrators overseeing Clients’ strategic as well as day-to-day corporate cash investment, liquidity, financial activity, and reporting
- Conducted financial modeling and scenario analysis to assess corporate cash investment opportunities and risks
- Worked closely with CFO’s to assist in the preparation of data and reports for audit committee and board presentations to communicate financial performance and strategic initiatives
- Developed financial planning and analysis models and assisted clients in their preparation of budgets, forecasts, and variance analysis reports
- Collaborated with auditors to ensure client compliance with investment policy, accounting standards, and regulations.
Managing Director
Lehman Brothers
05.2001 - 08.2007
Managing Director
JP Morgan Chase
02.1997 - 05.2001
Assistant Vice President
Oppenheimer & Co
09.1992 - 01.1998
Education
Bachelor of Arts - Communications
University of Michigan
Ann Arbor, MI 09.1988 - 05.1991
SEAS, School of Environment & Sustainability
University of Michigan
Ann Arbor, MI Sep 1987 - 05.1988
Skills
Team Leadership and Management
Risk Management
Financial Planning and Analysis
Budgeting and Forecasting
Software: Microsoft Excel & Office; Clearwater Analytics (accounting application); Bloomberg
IT: Software implementation, consolidation, and aggregation; Hardware setup
Accomplishments
- North American Securities Administrators Association (NASAA) / Financial Industry Regulatory Authority (FINRA), Series 65 Registered Investment Adviser [since 1997]
- North American Securities Administrators Association (NASAA) / Financial Industry Regulatory Authority (FINRA), Series 7 & Series 63, Registered Securities Representative [since 1992]
Personal Interests
- Sports & Fitness: Soccer, Yoga, Biking
- Woodworking and Home Maintenance
- Anything with my Family: Wife, Julie; Kids, Jack and Avery; Dog, Bella
Timeline
Managing Director, Investments
Morgan Stanley
03.2024 - Current
Managing Director
Lehman Brothers
05.2001 - 08.2007
Managing Director
JP Morgan Chase
02.1997 - 05.2001
Assistant Vice President
Oppenheimer & Co
09.1992 - 01.1998
Bachelor of Arts - Communications
University of Michigan
09.1988 - 05.1991
Managing Director, Investments
Wells Fargo Advisors, Wells Fargo & Co
9 2007 - 02.2024
SEAS, School of Environment & Sustainability
University of Michigan
Sep 1987 - 05.1988