Matthew Caulfield Email & Phone Number
Managing Director @ Archer
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Matthew Caulfield Location
- Ambler, PA, US
Matthew Caulfield Work
- Managing Director @ (October 2014 - Present)
- Chief Revenue Officer (CRO) @ (October 2014 - October 2024)
- Managing Director @ (March 2011 - October 2014)
- Managing Director @ (January 1998 - March 2011)
- Senior Vice President @ (January 1998 - January 2010)
- Vice President @ (January 1989 - January 1997)
- Intern @ (January 1986 - January 1988)
Matthew Caulfield Education
- Villanova University
MBA (Marketing)
1998-2000 - Manhattan University
B.S. (Finance)
1985-1989
Matthew Caulfield Skills
- Mutual Funds
- Financial Services
- Series 7
- Securities
- Global Custody
- Back Office
- Fund Administration
- Series 63
- Accounting
- Alternative Investments
- Asset Management
- Asset Managment
- Risk Management
- Equities
- Relationship Management
- Sales
- Management
- Investments
- Hedge Funds
- Financial Analysis
- Trading
- Business Analysis
- Trading Systems
- Fixed Income
- Fund Of Funds
- Investment Banking
- Wealth Management
- Finance
- Banking
- Fund Accounting
- Private Equity
- Investment Advisory
- Asset Allocation
- Financial Markets
- Derivatives
- ETFs
- Portfolio Management
- Investment Management
- Middle Office
- Bloomberg
- Capital Markets
- Bonds
- FINRA
- Options
- Valuation
- Corporate Actions
- PowerPoint
- Business Development
Matthew Caulfield Summary
- Matthew Caulfield, based in Ambler, PA, US, is currently a Managing Director at BNY Archer. Matthew Caulfield brings experience from previous roles at BNY Archer, J.P. Morgan, BNY Mellon Asset Servicing and PNC. Matthew Caulfield holds a 1998 - 2000 MBA in Marketing @ Villanova University. With a robust skill set that includes Mutual Funds, Financial Services, Series 7, Securities, Global Custody and more. Matthew Caulfield has 1 emails and 3 mobile phone numbers on RocketReach.
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