Matthew C Email
Vice President, Senior Financial Consultant @ HSBC
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Matthew C Location
- New York, NY, US
Matthew C Work
- 2021 - now Vice President, Senior Financial Consultant @
- 2019 - 2021 Jade Relationship Manager @
- 2016 - 2019 Premier Relationship Manager @
- 2015 - 2016 Branch Relationship Banker @
- 2012 - 2014 Customer Experience Associate @
- 2009 - 2012 Customer Service Representative @
Matthew C Education
- Zicklin School of Business
Bachelor of Business Administration (BBA) (Finance and Investments)
2011 - 2014
Matthew C Skills
- Investment Properties
- Real Estate Investment
- Investments
- Securities Lending
- Initial Public Offerings (IPO)
- Alternative Investments
- Structured Investments
- Separately Managed Accounts
- Unified Managed Accounts
- Fixed-Income Investing
- Equities
- Insurance Planning
- Trust Services
- Estate Planning
- Mutual Funds
- Annuities
- Cash Management
- ETFs
- Customer Acquisition
- Portfolio Management
- Leadership
- Coaching & Mentoring
- Banking
- Wealth Management
- Customer Experience
- Private Banking
- Financial Planning
Matthew C Summary
- Matthew C, based in New York, NY, US, is currently a Vice President, Senior Financial Consultant at HSBC. Matthew C brings experience from previous roles at HSBC. Matthew C holds a 2011 - 2014 Bachelor of Business Administration (BBA) in Finance and Investments @ Zicklin School of Business. With a robust skill set that includes Investment Properties, Real Estate Investment, Investments, Securities Lending, Initial Public Offerings (IPO) and more. Matthew C has 2 emails on RocketReach.
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