Matthew Guerra
Trumbull,CT
Summary
Driven and results-oriented aspiring consultant with strong analytical, problem-solving, and communication skills developed through both academic and professional experiences. Seeking a Consultant Associate role to leverage a background in finance, business management, and leadership as a collegiate athlete to deliver innovative and impactful solutions to clients.
Overview
10
10
years of professional experience
Work History
Intern
Blue Ocean Wealth Solutions, a MassMutual Firm
06.2024 - 09.2024
- Worked alongside the office's top producer to drive client acquisition, tailor individual financial strategies through wealth management and investment ideas, and generate new business through 200 daily warm and cold calls, achieving an average of 10 successful meetings made per week.
- Conducted in-depth financial analysis to assess clients' needs, goals, and risk tolerance.
- Presented customized financial solutions, enhancing client satisfaction and long-term relationships.
Head Summer Camp Counselor
Genesis Health Clubs
06.2014 - 08.2023
- Designed and led comprehensive training programs, including on-ice and off-ice workouts for over 100 campers and 20 counselors each week.
- Managed camp operations, ensuring the safety and well-being of participants while maintaining program efficiency.
- Established a positive camp culture by modeling professionalism, enthusiasm, and respect at all times.
Education
MBA - Concentration in Finance
Sacred Heart University
Fairfield, CT06.2025
Bachelor of Science - Political Science
College of The Holy Cross
Worcester, MA05.2024
Skills
Teamwork and Collaboration
Quick Learner
Fast Learner
Problem-Solving
Multitasking and Organization
Goal-oriented mindset
Client Relationships
Microsoft Office Suite
Project Management
Strategic planning and analysis
Accomplishments
NCAA Division I Men's Ice Hockey Player
Atlantic Hockey All-Academic team (2021,2024)
Working for Worcester Volunteer & Organizer
Member of Holy Cross Sales Club
Timeline
Intern
Blue Ocean Wealth Solutions, a MassMutual Firm
06.2024 - 09.2024
Head Summer Camp Counselor
Genesis Health Clubs
06.2014 - 08.2023
MBA - Concentration in Finance
Sacred Heart University
Bachelor of Science - Political Science
College of The Holy Cross
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