Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Matthew Ruzicka

St Louis,MO

Summary

Personable and driven finance professional with 4 years of experience combining financial expertise with strong interpersonal skills. Proven ability to explain financial concepts clearly and build lasting client relationships.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Investment Advisory Specialist

Stifel
St Louis, MO
05.2024 - Current

Worked directly with the advisors to create proposals for prospects

Recommended advisory programs to advisors based on client's risk tolerance and needs

Analyzed client's current investments to create tax efficient portfolios

Senior Specialist, Trader Service

Charles Schwab
St Louis, MO
07.2021 - 05.2024

Explained different complex options strategies to clients and executed those orders

Provided assistance to other representatives in order to solve advanced client issues

Identified potential risks in client accounts and developed solutions to cover the risks

Education

Bachelor of Science - Finance

Missouri State University
Springfield, MO
05-2021

Skills

  • Data analytics
  • Customer service
  • Problem-solving
  • Reliability
  • Critical thinking
  • Relationship building
  • Teamwork and collaboration

Certification

Series 3, 7, 63 and 65

Timeline

Investment Advisory Specialist

Stifel
05.2024 - Current

Senior Specialist, Trader Service

Charles Schwab
07.2021 - 05.2024

Bachelor of Science - Finance

Missouri State University
Matthew Ruzicka