Matthew Truskiewicz
Brown Brothers Harriman
Huntington
1
Certification
4
years of professional experience
Experienced with team leadership, focusing on driving service excellence. Utilizes effective communication and organizational skills to ensure smooth operations and high team morale. Track record of successful project management and conflict resolution.
Work History
Investor Services Team Lead
2 Years 7 Months- Collaborate with cross-functional teams to deliver 200+ performance measurement reports to external clients on strict timelines.
- Lead transition initiatives, successfully implementing and optimizing daily and monthly processes to improve accuracy and efficiency.
- Play a key role in building a reporting transformation platform, contributing to the elimination of hundreds of manual reports and significantly reducing operational workload.
- Utilize Alteryx, Qlik, and Smart Capture to analyze custody and fund accounting data, generating comprehensive reports on total net assets and failed trade details.
- Facilitate onboarding and training of new hires, including day-to-day operations and automation workflows.
- Serve as ServiceNow Security Coordinator. point of contact, coordinating service requests across teams and clients and managing internal access requests
Financial Services Representative
4 Months- Worked with a team to service clients' needs that varied from insurance solutions to investment guidance.
- Established strong connections with clients through regular communication and personalized service. with current and prospective clientele.
- Created various methods to approach prospects and current clients' when discussing financials and insurance.
- Worked with a senior advisor to reach the assigned quota.
Summer Intern
3 Months- Collaborated with financial advisors to come up with the best retirement plans for teachers in local school districts who have 403Bs.
- Created detailed excel spreadsheets with clientele information to make it easier to access. Created various methods to approach prospects and current clients when discussing financials and insurance.
- Organized and filed unstructured paperwork left by previous advisors to streamline access. that was left unorganized by previous advisors.
Education
Bachelor of Business Administration - Finance Major, Information Systems and Technologies Minor
- Relevant Coursework: Financial Statement Analysis, Cash Flow Valuations, Global Financial Management, Advanced Corporate Finance, Strategic Management, Fixed Income Securities: Valuation & Market, Managerial Accounting, Financial Accounting.
- GPA: 3.423/4.0
Skills
Client needs assessments
Strong leadership
Client relationship management
Task prioritization
Investment analysis
Teamwork and collaboration
Project management
Data collection
Certification
Life, Accident & Health Licensed in NY State
Timeline
Investor Services Team Lead
Brown Brothers Harriman
12.2023 - CurrentRead More
Financial Services Representative
Blue Ocean Wealth Solutions, a MassMutual Firm
08.2023 - 12.2023Read More
Summer Intern
Axa Equitable
05.2022 - 08.2022Read More
Loyola University Maryland
Bachelor of Business Administration from Finance Major, Information Systems and Technologies Minor
Read More