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
2021.08 - 2023.07
- 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
2018.06 - 2021.08
- 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 Thailand2026-05
Master of Science - Personal Financial Planning
Kansas State University
Manhattan, Kansas2020-01
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
2021.08 - 2023.07
High Net Worth Financial Advisor
Vanguard
2018.06 - 2021.08
Grand Master Asian Culinary Chef -
Bangkok Thai Cooking Academy
Master of Science - Personal Financial Planning
Kansas State University