Matthew G. McNally
North Wales,PA
Summary
Dynamic Trade Specialist with a proven track record at Ascensus Financial Services, excelling in trade execution and project management. Achieved significant resource savings through function consolidation and enhanced client satisfaction by resolving payment processing errors. Skilled in data reconciliation and fostering strong client relationships, driving efficiency improvements across operations.
Overview
11
11
years of professional experience
Work History
TRADE SPECIALIST
ASCENSUS FINANCIAL SERVICES
Dresher, Pennsylvania
07.2021 - 06.2025
- Coordinated companywide projects for function consolidation, achieving significant resource savings.
- Facilitated daily processing of over $1 million in trades across multiple platforms, ensuring accuracy and timely reconciliation.
- Assisted with onboarding of money, accounts, and plan data during company merger for integration.
- Resolved payment processing errors and consolidated books of business for elite advisors to enhance satisfaction.
SR. TRADE DESK ASSOCIATE
ASCENSUS FINANCIAL SERVICES
Dresher, Pennsylvania
10.2017 - 07.2021
- Coordinated advisor and broker/dealer record keeping to ensure accurate maintenance of client savings plans.
- Led initiatives to reclaim and redistribute unpaid 12b-1 payments and commissions to appropriate advisors and their broker/dealers.
- Managed offshore initiatives in India by developing new products and delivering video and telecommuting training courses.
TRADE DESK ASSOCIATE
ASCENSUS FINANCIAL SERVICES
Dresher, Pennsylvania
08.2015 - 09.2017
- Facilitated onboarding of newly acquired savings plans to company recordkeeping system.
- Conducted quality checks on all new funds added to trading platform and trades sent to market.
- Managed department inquiry mailbox, addressing all questions related to trade and recordkeeping issues.
HUMAN RESOURCES INTERN
TMNAS SERVICES
Bala Cynwyd, Pennsylvania
06.2014 - 05.2015
- Co-facilitated the design and delivery of company’s yearly performance management course.
- Led team transition project, transferring all employee records to computer software; increasing storage efficiency, and making sure all processes followed and were in line with Federal Employee Laws and Statutory Rules.
- Managed vendors and coordinated company events.
Education
Bachelor of Science - Business Administration: Managing Human Capital
Saint Joseph’s University
Philadelphia, PA01.2015
Skills
- Written and oral communication
- Trade execution
- Data reconciliation
- Project management
- Training development
- Error resolution
- Recordkeeping systems
- Communication skills
- Interpersonal skills
- Public speaking
- Organizational skills
- Data analysis
- Team leadership
- Efficiency improvement
- Mutual Fund, ETF's, & Bond Trading
- Microsoft Office proficiency
Affiliations
- Assistant Football Coach: Lansdale Catholic High School - mentor, teach, and coach young men to succeed both on and off the field with an emphasis on being a positive role model in their communities.
Timeline
TRADE SPECIALIST
ASCENSUS FINANCIAL SERVICES
07.2021 - 06.2025
SR. TRADE DESK ASSOCIATE
ASCENSUS FINANCIAL SERVICES
10.2017 - 07.2021
TRADE DESK ASSOCIATE
ASCENSUS FINANCIAL SERVICES
08.2015 - 09.2017
HUMAN RESOURCES INTERN
TMNAS SERVICES
06.2014 - 05.2015
Bachelor of Science - Business Administration: Managing Human Capital
Saint Joseph’s University