2012 -2013 Operations and Correspondence Senior Specialist @
2011 -2012 Operations and Correspondence Specialist @
2011 -2011 Transfer Agent Risk and Compliance Internship @
2010 -2011 Centralized Customer Service Representative @
Matthew Clune Education
Quinlan School of Business, Loyola University Chicago
Bachelor of Business Administration (Accounting)
2007-2010
University of Minnesota
Transfered to Loyola (General studies)
2006-2007
Matthew Clune Skills
Financial Services
Customer Satisfaction
Data Analysis
Series 63
Series 7
Mutual Funds
Regulatory Requirements
Finance
Business Process Improvement
Securities Regulation
Project Management
Outlook
Microsoft Word
Microsoft Office
PowerPoint
Leadership
Customer Service
Oral & Written Communication Skills
Mentoring Of Staff
Teamwork
Time Management
Management
Team Leadership
Communication
Series 6
Process Improvement
Close Attention to Detail
Procedure Development
Matthew Clune Summary
Matthew Clune, based in Chicago, IL, US, is currently a Sr. Consultant at Equity Methods. Matthew Clune brings experience from previous roles at Dayforce, Morgan Stanley and E*TRADE. Matthew Clune holds a 2007 - 2010 Bachelor of Business Administration in Accounting @ Quinlan School of Business, Loyola University Chicago. With a robust skill set that includes Financial Services, Customer Satisfaction, Data Analysis, Series 63, Series 7 and more. Matthew Clune has 2 emails and 2 mobile phone numbers on RocketReach.
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