Overview
Work History
Education
Timeline
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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 Jersey
12-2026

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

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Matthew Mason