Overview
Work History
Education
Skills
Certification
Timeline
Generic

Matthew Gad

Staten Island,NY

Overview

6
6
years of professional experience
1
1
Certification

Work History

Funding Manager

Stronger Together Lending
Staten Island, NY
05.2023 - Current
  • Pitched investment opportunities through visually engaging and persuasive presentations to prospective investors.
  • Evaluated project or company viability through thorough due diligence, which encompassed background checks and reference calls.
  • Negotiated terms and conditions of investment contracts on behalf of the company.
  • Developed and maintained relationships with potential investors to secure funding for projects.

Mortgage Loan Officer

Network Capital
New York, NY
05.2022 - 07.2024
  • Maintained current knowledge of secondary market trends, government programs and other available financing sources.
  • Monitored customer accounts throughout the life cycle of each loan transaction.
  • Performed periodic quality control reviews on completed files prior to funding.
  • Conducted interviews with prospective clients to gather information regarding loan applications.

Financial Representative

Northwestern Mutual Life Insurance
Red Bank, NJ
08.2021 - 01.2022
  • Identified and evaluated customer needs for financial products and services.
  • Analyzed customers' existing policies and recommended changes or additional coverage.
  • Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
  • Prepared annual reviews for existing clients regarding their current portfolio performance compared against established benchmarks.
  • Organized meetings with potential clients to discuss their financial goals and objectives.

Caretaker

S&A Unified Home Care, INC
Brooklyn, NY
05.2018 - 06.2020
  • Kept records of all maintenance activities including costs incurred and materials used.
  • Ensured compliance with safety regulations at all times.
  • Adhered to all applicable laws and regulations pertaining to health and safety standards in the workplace.
  • Provided assistance to disabled persons in accordance with their individual needs.

Education

Bachelor of Science - Finance

College of Staten Island of The City University of New York
Staten Island, NY
05-2021

Skills

  • Financial Markets
  • Proposal Development
  • Partnership Building
  • Problem-Solving
  • Advanced in Microsoft Excel, Word, and PowerPoint
  • Project Planning
  • Client Relations

Certification

  • Life and Health Insurance Licensed (August 2021)
  • Bloomberg Market Concepts Certified (December 2020)
  • Google Project Management: Professional Certificate (In progress)

Timeline

Funding Manager

Stronger Together Lending
05.2023 - Current

Mortgage Loan Officer

Network Capital
05.2022 - 07.2024

Financial Representative

Northwestern Mutual Life Insurance
08.2021 - 01.2022

Caretaker

S&A Unified Home Care, INC
05.2018 - 06.2020

Bachelor of Science - Finance

College of Staten Island of The City University of New York

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Matthew Gad