Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
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Matthew Miles Jr

Financial Operations And Client Services Professional
Philadelphia,PA

Summary

Versatile professional with a strong foundation in operations, finance, and client services across diverse sectors. Proven ability to drive process improvements, manage complex workflows, and support trading and financial operations with precision. Adept at simplifying complex concepts, enhancing client engagement, and fostering team alignment. Committed to delivering results in fast-paced, tech-driven environments.

Overview

8
8
years of professional experience
5
5
Certifications

Work History

Execution Desk Support

Susquehanna International Group, LLP
05.2024 - 10.2024
  • Supported ETF creation/redemption processes, improving desk liquidity and operational flow.
  • Maintained real-time PnL and position reports, aiding trader performance.
  • Processed and reconciled OTC bond trades and electronic executions, ensuring regulatory compliance and data integrity.

Registered Client Service Associate

Vanguard
07.2022 - 01.2024
  • Led a 10-month initiative to transition top 1% of analog-reliant clients to digital platforms-achieved 98% adoption, saving over $1M in projected 2024 costs.
  • Delivered high-touch service to align client needs with financial goals, increasing retention and referrals.
  • Streamlined transaction workflows and upheld compliance standards through strong product knowledge.

Mail Handler Assistant

United States Postal Service
09.2021 - 01.2022
  • Operated in high-volume logistics, optimizing mail sorting and distribution.
  • Collaborated cross-functionally to improve sorting workflows.

Inventory Associate

WIS International
03.2020 - 03.2021
  • Performed precise inventory audits, supporting stock accuracy and process improvements.

Special Services Associate

The Home Depot
04.2019 - 01.2020
  • Boosted sales through informed customer engagement and order tracking accuracy.

Customer Service & Unloading Associate

Lowe's
04.2017 - 04.2019
  • Managed freight, safety compliance (HAZMAT), and inventory audits to support retail operations.
  • Drove team efficiency with proactive communication and task ownership.

Education

Bachelor of Science - Business Administration And Management

Drexel University
Philadelphia, PA
06-2025

Associate of Applied Science - Business Administration And Management

Community College of Philadelphia
Philadelphia, PA
06-2018

Skills

  • Leadership & Communication
  • Project Management
  • Financial analysis & Operations
  • Financial Tools
  • Client Services
  • Business Platforms
  • Problem Solving
  • Programming & Web Tools

Certification

Professional Scrum Master I, 09/01/23, Present

Personal Information

  • Professional Interests: Financial markets, trading strategies, operational efficiency, process automation, and market analytics.
  • Technology Proficiency: Bloomberg Terminal, VBA for Excel automation, SQL for data analysis, and Power BI for visualization.
  • Professional Development: Committed to continuous learning in financial analysis, trading systems, and market structure.

Timeline

Execution Desk Support

Susquehanna International Group, LLP
05.2024 - 10.2024

Registered Client Service Associate

Vanguard
07.2022 - 01.2024

Mail Handler Assistant

United States Postal Service
09.2021 - 01.2022

Inventory Associate

WIS International
03.2020 - 03.2021

Special Services Associate

The Home Depot
04.2019 - 01.2020

Customer Service & Unloading Associate

Lowe's
04.2017 - 04.2019

Bachelor of Science - Business Administration And Management

Drexel University

Associate of Applied Science - Business Administration And Management

Community College of Philadelphia

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Matthew Miles JrFinancial Operations And Client Services Professional