Jim Mathews Email & Phone Number
Senior Advisor @ McQueen Financial Advisors
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Jim Mathews Location
- Albany, NY, US
Jim Mathews Work
- 2019 -now Senior Advisor @
- 2006 -2019 Senior Consultant, ALM @ Balance Sheet Solutions, LLC
- 2001 -2006 Senior Analyst, Risk Assessment @ Members United Corporate FCU (formerly Empire Corporate FCU)
- 1998 -2001 Business Analyst @
- 1988 -1997 Trader - Fixed Income @ Deutsche Bank (formerly Bankers Trust Company)
- 1986 -1988 Order Clerk @ E.F. Hutton - Lehman Brothers
Jim Mathews Education
- College of Saint Rose
B.S. (Business Administration)
1984-1986
Jim Mathews Skills
- Fixed Income
- Risk Management
- Financial Modeling
- Treasury
- Interest Rate Risk Management
- Securities
- Financial Analysis
- Derivatives
- Portfolio Management
- Bloomberg
- Cash Management
- Banking
- Financial Markets
- Investments
- Credit
- Finance
- Financial Services
- Trading
Jim Mathews Summary
- Jim Mathews, based in Albany, NY, US, is currently a Senior Advisor at McQueen Financial Advisors, Inc.. Jim Mathews brings experience from previous roles at Balance Sheet Solutions, LLC, Members United Corporate FCU (formerly Empire Corporate FCU), Misys Banking Systems (formerly IQ Financial Systems) and Deutsche Bank (formerly Bankers Trust Company). Jim Mathews holds a 1984 - 1986 B.S. in Business Administration @ College of Saint Rose. With a robust skill set that includes Fixed Income, Risk Management, Financial Modeling, Treasury, Interest Rate Risk Management and more. Jim Mathews has 2 emails and 1 mobile phone numbers on RocketReach.
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