Associate Wealth Manager @ (August 2020 - August 2023)
Wealth Analyst @ (November 2018 - August 2020)
Portfolio Analyst @ (October 2017 - November 2018)
Lead Performance Analyst @ (June 2016 - September 2017)
Senior Performance Analyst @ (September 2015 - June 2016)
Performance Analyst @ (August 2014 - September 2015)
Student Financial Assistant @ (June 2012 - August 2012)
Student Financial Assistant @ (June 2011 - August 2011)
Matt Dueñas Education
University of Central Florida
Bachelor of Business Administration (B.B.A.) (Finance)
2010-2014
Matt Dueñas Skills
Analysis
Customer Service
Data Analysis
Eagle PACE
Finance
Financial Analysis
Financial Planning
Investments
Invoicing
Microsoft Excel
Microsoft Word
Personal Finance
Portfolio Management
PowerPoint
Public Speaking
SQL
Teamwork
Time Management
Wealth Management Services
Matt Dueñas Summary
Matt Dueñas, based in Florida, United States, is currently a Senior Client Relations Analyst at Dimension Capital Management. Matt Dueñas brings experience from previous roles at Grove Bank & Trust and BNY Mellon Wealth Management. Matt Dueñas holds a 2010 - 2014 Bachelor of Business Administration (B.B.A.) in Finance @ University of Central Florida. With a robust skill set that includes Analysis, Customer Service, Data Analysis, Eagle PACE, Finance and more. Matt Dueñas has 3 emails and 1 mobile phone numbers on RocketReach.
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