Matthew Wyman
Marion,MA
Summary
Highly-motivated financial professional with strong interpersonal skills and experience across financial and customer-service roles. Excels at data analysis, maintaining client relationships, and ensuring accuracy and organization of relevant materials in accordance with regulatory and company guidelines.
Overview
7
7
years of professional experience
Work History
Financial Services Practice Manager
Cambridge Investment Research
Wareham , MA
01.2024 - Current
- Analyzes financial data and suggested improvement strategies.
- Produces thorough reports detailing the financial status of client investments.
- Initiates account servicing through client outreach.
- Researches potential investments such as stocks, bonds, mutual funds, annuities, and other securities.
Financial Analyst
Baystate Financial
Wareham , MA
06.2021 - 12.2023
- Ensured the accuracy and compliance of financial documents and records with applicable laws, regulations, and standards.
- Conducted trend analysis of financial performance to pinpoint areas needing improvement.
- Assisted in the development of comprehensive financial plans for clients by analyzing financial data and projections.
- Evaluated plan performance through regular portfolio assessments, strengthening client connections.
CAP 2 Associate
Walmart
Wareham , MA
06.2018 - 01.2020
- Received and organized incoming shipments onto assigned pallets or shelves.
- Assisted customers in finding products on the sales floor.
- Managed product placement on shelves to optimize sales based on customer preferences and demand patterns
Line Cook
Qdoba Eats
Wareham , MA
05.2017 - 08.2017
- Maintained compliance with recipe instructions, portioning standards, and waste control procedures while preparing food items.
- Managed the stocking and restocking of kitchen supplies as needed.
- Demonstrated strong interpersonal skills by effectively relaying information to team members about orders and menu modifications.
- Provided friendly assistance to customers and ensured their satisfaction.
- Processed payments for menu items using cash registers.
Education
Bachelor of Science - Business Administration, Finance Concentration
Boston College
Chestnut Hill, MA05-2021
Skills
- Managing files and records
- Marketing
- Workflow efficiency
- Excel spreadsheets
- Statistical Analysis
- Strong Organization
- Strategy implementation
- Internal Communications
References
References available upon request.
Timeline
Financial Services Practice Manager
Cambridge Investment Research
01.2024 - Current
Financial Analyst
Baystate Financial
06.2021 - 12.2023
CAP 2 Associate
Walmart
06.2018 - 01.2020
Line Cook
Qdoba Eats
05.2017 - 08.2017
Bachelor of Science - Business Administration, Finance Concentration
Boston College
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