Overview
Work History
Timeline
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Nate Matteson

Soddy Daisy,TN

Overview

9
9
years of professional experience

Work History

Real Estate Investor

Shoreline Holdings
09.2019 - Current
  • Developed and maintained comprehensive financial models for property investment, driving an average annualized return of 10.93%
  • Analyzed financial and operational data to provide regular reporting, conveying strategic insights that informed investment decisions
  • Collaborate with business partners to align project financial strategies with corporate goals, leading to revenue growth exceeding $1 million.

Senior Investment Performance Associate

Longs Peak Advisory Services
08.2016 - 09.2019
  • Managed GIPS compliance and verification, delivering financial analyses and performance reports for diverse client portfolios
  • Streamlined reporting processes through automation, employing Excel spreadsheets to enhance the accuracy of financial models and forecasts
  • Trained and supervised a team, maintaining meticulous attention to detail across multiple concurrent projects
  • Utilized expertise in performance analysis to deliver accurate ad hoc reporting to clients
  • Aided in marketing, scalability, and sales calls to promote the companies top line growth of more than 200% during employment.

Mutual Fund Accountant

ALPS Fund Services
08.2015 - 08.2016
  • Reconciled daily cash and investment balances, ensuring accurate security valuations and financial statement preparation under tight deadlines
  • Computed financial metrics such as yields and expense ratios, contributing to accurate NAV reporting for mutual funds.

Timeline

Real Estate Investor

Shoreline Holdings
09.2019 - Current

Senior Investment Performance Associate

Longs Peak Advisory Services
08.2016 - 09.2019

Mutual Fund Accountant

ALPS Fund Services
08.2015 - 08.2016

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Nate Matteson