Matthew Mizuta
Fitzroy,VIC
Summary
Full availability for scheduling flexibility including nights and weekends. Motivated, reliable professional from the United States with 5+ years experience in client-focused business roles. Skilled in communication, teamwork, and fast-paced problem-solving. Seeking casual work in hospitality to support living in Melbourne during a working holiday in Australia.
Overview
5
5
years of professional experience
Work History
Financial Analyst
Vanguard
Scottsdale, AZ
08.2021 - 07.2023
- Aligned to Financial Planning and Behavioral Finance pillars to produce research that serves as a foundation for the advice provided in Vanguard’s Personal Advisor Services
- Develop and conduct advisor methodology training and support for Vanguard’s advisors
High Net Worth Financial Advisor
Vanguard
Scottsdale, AZ
06.2018 - 08.2021
- Managed a book of business of more than $100M in AUM for clients with assets from $500k to $2M with a 100% retention rate
- Provided comprehensive financial planning to help clients reach their goals
Education
Grand Master Asian Culinary Chef -
Bangkok Thai Cooking Academy
Bangkok Thailand05-2026
Master of Science - Personal Financial Planning
Kansas State University
Manhattan, Kansas01-2020
Skills
- Customer service & communication
- Teamwork & collaboration
- Time management / punctuality
- Problem-solving under pressure
- Multicultural experience & adaptability
- Coachable and ready to learn
Timeline
Financial Analyst
Vanguard
08.2021 - 07.2023
High Net Worth Financial Advisor
Vanguard
06.2018 - 08.2021
Grand Master Asian Culinary Chef -
Bangkok Thai Cooking Academy
Master of Science - Personal Financial Planning
Kansas State University