Chief Compliance Officer - Heritage Asset Management, Inc. @ (January 2005 - January 2007)
Head of Transfer Agent Services - Heritage Mutual Funds @ (January 1995 - January 2005)
Staff Accountant @ (January 1990 - March 1991)
Matt Calabro Education
University of Florida - Warrington College of Business
Masters (Accounting)
1989-1989
University of Florida - Warrington College of Business
Bachelors (Accounting)
1984-1989
Matt Calabro Skills
Business Development
Communication
Presentation Skills
Thought Leadership
Customer-Focused Selling
Strategic Thinking
Mutual Funds
Compliance
Risk Management
Financial Services
Asset Management
Due Diligence
Finance
Investments
Financial Analysis
Financial Reporting
Internal Controls
SEC filings
Equities
AML
Vendor Management
Fixed Income
SEC reporting
Valuation
Securities
Consulting
Strategy
Investment Advisory
Regulatory Compliance
Private Equity
Hedge Funds
Outsourcing
Creative Problem Solving
Leadership
Management
Process Improvement
Client Delivery
Investment Advisor Compliance
Code of Ethics
Investment Advisers Act
Investment Company Act
Fund Accounting
Fund Administration
Oversight
Investment Companies
Compliance Management
Compliance Oversight
Compliance Monitoring
Compliance Testing
CPA
Transfer Agency
Investment Advisor
Corporate Training
Compliance Regulations
Trading
Workflow Management
Matt Calabro Summary
Matt Calabro, based in United States, is currently a Managing Director at Salus GRC. Matt Calabro brings experience from previous roles at Confluence, NXG Investment Management, HealthEquity and Delaware Investments. Matt Calabro holds a 1989 - 1989 Masters in Accounting @ University of Florida - Warrington College of Business. With a robust skill set that includes Business Development, Communication, Presentation Skills, Thought Leadership, Customer-Focused Selling and more. Matt Calabro has 3 emails and 1 mobile phone numbers on RocketReach.
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