Hi, I’m
Matthew Jeffrey
Omaha,NE
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
19
years of professional experience
1
Certification
Work History
Charles SchwabOmaha, NE
Senior Management Analyst
03.2023 - Current
Job overview
- Assisted with developing new procedures to increase efficiency of operations while minimizing costs.
- Collaborated with cross-functional teams across departments to ensure successful completion of projects.
- Reviewed established procedures to assess areas in need of improvement.
Charles SchwabOmaha, NE
Mutual Funds Specialist
10.2007 - 04.2023
Job overview
- Collaborated with external advisors such as accountants, lawyers, and tax specialists to ensure proper implementation of client strategies.
- Maintained up-to-date knowledge of the mutual fund industry by attending conferences, reading trade publications.
- Processed customer orders accurately and efficiently while adhering to established policies and procedures.
- Assisted customers with inquiries related to their investments such as account balances, distributions.
TD AmeritradeOmaha, NE
Financial Analyst
03.2005 - 10.2007
Job overview
- Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
- Analyzed trends in financial performance to identify areas for improvement.
- Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
- Collaborated with other departments to ensure accurate budgeting and forecasting processes were followed.
Education
Loras CollegeDubuque, IA
Bachelor of Arts from Business Administration
06-1994
Skills
- Client Relationship Management
- Trend Analysis
- Problem-Solving
- Teamwork and Collaboration
Certification
- Licensed Registered Representative, Series 7 & 63
Accomplishments
- 2015 Topps Award, Business Operations
- Cross-trainer for mutual fund agreements and operational procedures
References
References available upon request.
Timeline
Senior Management Analyst
Charles Schwab
03.2023 - Current
Mutual Funds Specialist
Charles Schwab
10.2007 - 04.2023
Financial Analyst
TD Ameritrade
03.2005 - 10.2007
Loras College
Bachelor of Arts from Business Administration
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