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, NY05-2021
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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