Sr. Institutional Sales @ (August 2014 - July 2019)
Vice President, Strategy Consultant @ (April 2017 - February 2018)
Account Executive @ (May 2013 - May 2014)
Associate - Product Specialist @ (December 2009 - May 2013)
Analyst @ (October 2008 - December 2009)
Risk Management Intern @ (December 2006 - December 2007)
Matt Charette Education
Saint Joseph's University - Erivan K. Haub School of Business
Bachelor of Science (BS) (Finance)
2004-2008
Matt Charette Skills
Account Management
Alternative Investments
Analysis
Analytics
Artificial Intelligence (AI)
Asset Allocation
Asset Management
Barra Aegis
Business Development
Business-to-Business (B2B)
CRM
Capital Markets
Challenger Sales
Client Relations
Cold Calling
ETFs
Email Marketing
Equities
Finance
Financial Analysis
Financial Services
Fixed Income
Hedge Funds
Indexing
Investment Management
Investments
Lead Generation
Leadership
Management
Market Research
Marketing
Negotiation
New Account Management
New Business Development
Operations Management
Precious Metals
Private Equity
Problem Solving
Project Management
Relationship Management
Risk Analytics
Risk Management
Sales
Sales Management
Sales Operations
Salesforce.com
Salesmanship
Sandler Selling System
Selling
Software as a Service (SaaS)
Start-ups
Strategic Account Development
Time Management
Sales Process
Start Ups
Real Estate
Microsoft Excel
Customer Service
RIA
Private Banking
Creative Problem Solving
Series 7
Keys
Matt Charette Summary
Matt Charette, based in Mount Pleasant, SC, US, is currently a Port Security Unit - Reserves at U.S. Coast Guard. Matt Charette brings experience from previous roles at SimCorp and AlphaSense, Inc.. Matt Charette holds a 2004 - 2008 Bachelor of Science (BS) in Finance @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Account Management, Alternative Investments, Analysis, Analytics, Artificial Intelligence (AI) and more. Matt Charette has 5 emails and 3 mobile phone numbers on RocketReach.
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