Matt Shane Email & Phone Number

Sales Executive @ Citi

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Matt Shane Location

New York, NY, US

Matt Shane Work

2024 -now Sales Executive @
2022 -2024 Senior Relationship Manager @
2008 -2022 Client Executive, Director, Citi Markets @
2002 -2008 Registered Principal, ProEquities @

Matt Shane Education

Weatherhead School of Management at Case Western Reserve University
Bachelor of Science (Finance)
1998-2002
University School
High School
1994-1998
University of Notre Dame - Mendoza College of Business
MBA (Finance)
MIT Sloan School of Management
Advanced Certificate for Executives in Management, Innovation, and Technology
MIT Sloan School of Management
International Management Program
John Carroll University
Certificate in Financial Planning (CFP)

Matt Shane Skills

Series 63
Banking
Fixed Income
Capital Markets
Investments
Relationship Management
Connectivity
Finance
Asset Allocation
Investment Advisory
Financial Services
Mutual Funds
Securities
Program Management
High Yield
Customer Service
Series 24
Strategic Financial
Patient Safety
Series 7
Employee Benefits
Crossfunctional Team Leadership
Hedge Funds
Hospitals
Writing
Market
Sub Saharan Africa
Fixed Annuities
Nasd
Payments
Insurance
Sales
North End
Students
Market Research
Competitive Analysis
Electronic Markets
Executive Positions
Business Administration
New Opportunities
Uniform Combined State Law
Offerings
Business Requirements
Cancer
Merrill Lynch
Management
Revenue
Insurance Planning
Outsourcing
Science
Funding
Corporate Actions
Business Modeling
CRM
Initiation
Clearing
Loan Servicing
Coordinated
Fund Services
Accounting
Issuer
Execution
Settlement
Networking
Institutional Investments
Fundraising
Fund of Funds
Strategy
Equity Research
Connecting
Pipeline Development
Subject Matter Expert
Private Equity
Service Providers
Reporting
Middle Office
Estate Planning
Pensions
Business Review
RFP
Loan Origination
Communication
Fund Accounting
Sales Management
Ohio
Pipelines
Project
Rollout
Usability Labs
Brokers
Covering
Responsibility
Targeted Advertising
Distribution
Americas
Teaching
New York
Transfer Agency
Team Performance
Public Sector
Global Marketing
Software
Referrals
Market Sizing
Strengthening
Relationship Building
FX Options
Canada
India
Proposal Writing
Agents
Asset
Restaurants
Financial Analysis
SWIFT payments
International Management
Trading
North American
Wholesale
Strategic Financial Planning

Matt Shane Summary

Matt Shane, based in New York, NY, US, is currently a Sales Executive at Citi. Matt Shane brings experience from previous roles at BNY Mellon, Citi and Protective Life. Matt Shane holds a 1998 - 2002 Bachelor of Science in Finance @ Weatherhead School of Management at Case Western Reserve University. With a robust skill set that includes Series 63, Banking, Fixed Income, Capital Markets, Investments and more. Matt Shane has 3 emails and 4 mobile phone numbers on RocketReach.