Matthew Mason
Overview
3
3
years of professional experience
Work History
Finance Intern
First Bank
06.2025 - 08.2025
- Managed the team's insurances, connecting with borrowers and insurance companies to keep the portfolios up to date.
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Reviewed financial statements with the CREI lending team.
- Assisted in sight visits to review properties.
- Attended closings on loan deals, meetings with potential future borrowers and ribbon cutting ceremonies.
Wealth Management Intern
Alliance Global Partners
05.2024 - 08.2024
- Conducted fundamental analysis of publicly traded equities and fixed income markets using Excel and Bloomberg.
- Assisted advisors in managing client portfolios and conducting financial analysis.
- Prepared market research summaries, earnings previews and post-earning reviews.
Food Service Coordinator
Pasquale's Ristorante
03.2023 - Current
- Collect payment for food and drinks served, balance cash receipts and maintain accurate cash drawer.
- Display enthusiasm and promote excellent service to customers, successfully increasing referrals and walk-in business.
- Manage and deliver catering orders and train new employees to understand the positions at both the counter and delivery positions.
Education
Bachelor of Science - Business Administration in Finance
Georgian Court University
Lakewood, New Jersey12-2026
Timeline
Finance Intern
First Bank
06.2025 - 08.2025
Wealth Management Intern
Alliance Global Partners
05.2024 - 08.2024
Food Service Coordinator
Pasquale's Ristorante
03.2023 - Current
Bachelor of Science - Business Administration in Finance
Georgian Court University