Summary
Overview
Work History
Education
Skills
Activities and Honors
Timeline
Generic

Matthew Marcinske

Green Bay

Summary

Driven and detail-oriented finance professional with experience in credit analysis and supporting financial advisors. Skilled in financial reporting, client service, and administrative operations. Strong communicator with a focus on accuracy, efficiency, and compliance.

Overview

7
7
years of professional experience

Work History

Administrative Assistant

Legacy Financial Services
09.2024 - Current
  • Maintained CRM databases, tracked client communications, and helped manage follow-up workflows.
  • Assisted in preparing financial reports, account summaries, and investment proposals for client meetings.
  • Handled confidential financial information with discretion and ensured compliance with FINRA and firm policies.
  • Served as the first point of contact for clients.

Sales Associate

RunAway Shoes
09.2021 - Current
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.

Credit Analyst Intern

Bank of Luxemburg
05.2025 - 09.2025
  • Analyzed credit data and financial statements to assess the creditworthiness of individuals and businesses.
  • Contributed to risk mitigation strategies by identifying key trends and potential red flags in borrower profiles.
  • Creation of commercial business loan presentations.
  • Communicated with commercial lenders and executive bank team to discuss findings and recommendations.

Grounds Crew Member

Tagalong Golf & Resort
04.2018 - 05.2024
  • Operated light construction equipment such as tractors, mowers, blowers, trimmers, and other power tools.
  • Trained new employees in proper safety procedures related to groundskeeping activities.
  • Demonstrated flexibility in daily responsibilities by adapting to changing weather conditions or emergent project needs.
  • Maintained equipment in optimal condition by performing regular cleaning and maintenance tasks.

Education

BBA - Finance

University of Wisconsin - Green Bay
Green Bay, WI
12-2025

Skills

  • Organization
  • Multitasking
  • Sales Development
  • Client Relations
  • Underwriting
  • Confidentiality
  • Analysis

Activities and Honors

University of Wisconsin-Green Bay Men's Cross Country Team (2020-present)

Timeline

Credit Analyst Intern

Bank of Luxemburg
05.2025 - 09.2025

Administrative Assistant

Legacy Financial Services
09.2024 - Current

Sales Associate

RunAway Shoes
09.2021 - Current

Grounds Crew Member

Tagalong Golf & Resort
04.2018 - 05.2024

BBA - Finance

University of Wisconsin - Green Bay

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