Matthew Foley
Newport Beach,CA
Summary
MBA candidate with a diverse background encompassing engineering, supply chain operations, and finance, aiming to transition into a consulting role. Possesses a unique mix of technical knowledge and business accumen, seeking an opportunity to leverage extensive experience to deliver strategic solutions and drive business success.
Overview
8
8
years of professional experience
Work History
Senior Associate
IEQ Capital
12.2022 - 06.2023
- Led comprehensive portfolio management activities including coordinating capital calls, implementing strategic rebalances, and managing liquidity to meet clients' evolving cash needs, ensuring optimal asset performance and client satisfaction.
- Played a pivotal role in securing new business opportunities through tailored proposals and presentations for ultra high net worth clients.
- Collaborated with senior advisors on complex investment strategies, including alternative investments and private equity opportunities, enhancing the firm's offerings and expertise in high-net-worth management.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
Associate Wealth Advisor
Beacon Pointe Advisor
11.2021 - 11.2022
- Provided best-in-class client service including planning, asset allocation and ongoing portfolio management for Advisors with $400M AUM
- Provided ongoing portfolio monitoring and rebalancing, ensuring alignment with clients'' evolving objectives and market conditions.
- Streamlined internal processes for improved efficiency, resulting in increased capacity for new clients without compromising service quality.
- Led new client onboarding process, guaranteeing a seamless transition of assets and accounts while conducting thorough risk assessments and ensuring all compliance requirements.
Financial Analst
Transitional Capital Management
01.2020 - 11.2022
- Developed financial models used to conduct $20M+ specialty finance transactions.
- Created asset management, monitoring and reporting tools to monitor client performance.
- Established relationships with investors, developed goals for executing investment plans.
Engineer - Supply Chain Operations
Dell Technologies
05.2015 - 12.2019
- Led all product launch activities for desktops and servers going into market in the Dell Portfolio - $1B Lifecycle Revenue products.
- Supported company leaders by leading quarterly business reviews outlining performance, strategy and process improvements for $100M Dell owned inventory.
- Managed cross-functional teams during the entire lifecycle of new products from concept development to post-launch support.
Education
MBA -
University of Southern California
Los Angeles, CA05.2026
Bachelor of Science - Industrial Engineering
University of Arizona
Tucson, AZ08.2016
Skills
- Data Analytics
- Customer Relationship Management (CRM)
- Complex Problem-Solving
- Business Development
- Advanced financial analysis
- Verbal and Written Communication
Timeline
Senior Associate
IEQ Capital
12.2022 - 06.2023
Associate Wealth Advisor
Beacon Pointe Advisor
11.2021 - 11.2022
Financial Analst
Transitional Capital Management
01.2020 - 11.2022
Engineer - Supply Chain Operations
Dell Technologies
05.2015 - 12.2019
MBA -
University of Southern California
Bachelor of Science - Industrial Engineering
University of Arizona
Similar Profiles
Ola AssiOla Assi
Sales Consultant at IEQ TechnologiesSales Consultant at IEQ Technologies
Azhar ShaikhAzhar Shaikh
Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)
Cassia McTamaneyCassia McTamaney
Intern at Ripple Capital, New York, NY Ripple Capital, InvesIntern at Ripple Capital, New York, NY Ripple Capital, Inves
Floyd PayneFloyd Payne
Bike Courier at DoorDashBike Courier at DoorDash
Cade WilhiteCade Wilhite
Registered Nurse at Anaheim Community HospitalRegistered Nurse at Anaheim Community Hospital