Matthew Messana
Southold,NY
Summary
Dynamic and results-oriented professional with a proven track record at WinCap Financial, where I supported investment decisions for over $125 million in assets. Co-founded Misguided Apparel, showcasing leadership and a commitment to sustainability. Skilled in technical analysis and social media marketing, I excel in driving financial performance and engaging marketing strategies.
Overview
5
5
years of professional experience
Work History
Wealth Management Intern
WinCap Financial
Boston, MA
08.2024 - 12.2024
- Conducted market research and analysis to support investment decision-making for over $125 million in client assets under management.
- Assisted advisors in preparing personalized financial plans, focusing on equity selection and portfolio diversification strategies.
- Performed data analysis and financial modeling to evaluate individual equities and support alpha generation in client portfolios.
- Managed client correspondence, ensuring seamless communication and maintaining a high standard of professionalism aligned with the firm’s values of integrity and transparency.
- Developed and delivered presentations on market trends and investment opportunities to internal stakeholders.
- Supported the implementation of innovative financial tools to enhance operational efficiency and client satisfaction.
Marketing Intern
OpenSponsorship
Remote
05.2022 - 08.2022
- Developed and published posts for multiple social media channels such as Instagram and LinkedIn.
- Cultivated advanced sales techniques and a comprehensive understanding of the platform to address customer requirements.
- Ensured high levels of customer contentment and strong relationships.
Co-Founder
Misguided Apparel
Southold, NY
11.2019 - 09.2020
- Company Overview: Co-Founded a lifestyle apparel company focused on sustainability, charity, and reestablishing US textile manufacturing
- Co-Founded a lifestyle apparel company with my brother focused on sustainability, charity, and reestablishing US textile manufacturing
- Work with the Travis Manion Foundation, Love Your Brain Foundation, Ocean Conservancy, Feeding America, Alex's Lemonade Stand, and the ASPCA to give customer the opportunity to select where we donate 10% of their purchase
- Constructed online store using Shopify templates along with self-taught coding skills
- Maintained a social media presence and marketed using tools in Instagram and Facebook
- Co-Founded a lifestyle apparel company focused on sustainability, charity, and reestablishing US textile manufacturing
Education
Advanced Regents Diploma -
Southold Junior Senior High School
Southold, NY06.2021
Skills
- Microsoft Excel
- Asset allocation
- Technical analysis
- CRM software
- Social media marketing
- Cash flow analysis
Hobbies and Interests
- Music
- Fishing/Boating
- Working on Cars/Boats/Motorcycles
- Motorsports
- Diving
- Reading
- Traveling
- Surfing
Timeline
Wealth Management Intern
WinCap Financial
08.2024 - 12.2024
Marketing Intern
OpenSponsorship
05.2022 - 08.2022
Co-Founder
Misguided Apparel
11.2019 - 09.2020
Advanced Regents Diploma -
Southold Junior Senior High School
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