Jade Relationship Manager @ (November 2019 - November 2021)
Premier Relationship Manager @ (June 2016 - October 2019)
Branch Relationship Banker @ (January 2015 - May 2016)
Customer Experience Associate @ (July 2012 - December 2014)
Customer Service Representative @ (July 2009 - June 2012)
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 1 emails on RocketReach.
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