Operations Specialist @ (February 2020 - March 2022)
Investment Operations Management Analyst @ (October 2018 - October 2019)
Matthew McKinnon Education
University of New Hampshire
Bachelor of Business Administration - BBA (Finance, General)
2014-2018
Matthew McKinnon Skills
Account Management
Analytical Skills
Attention to Detail
Budgeting
Business Development
Business Reviews
Business Workflows
Business-to-Business (B2B)
CRM Software
Client Relations
Client Services
Communication
Content Creation
Customer Engagement
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Satisfaction (CSAT)
Customer Service
Customer Service Operations
Customer Success
Defining Requirements
Equity Research
Finance
Financial Planning
Fixed-Income Investing
Hedge Funds
Industry Training
Interpersonal Skills
Investment Banking
Investment Management
Key Metrics
Market Analysis
Marketing
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Middle Office Operations
Operations Management
Optimization
Portfolio Management
Problem Solving
Project Management
Relationship Development
Research
Sales
Search Engine Optimization (SEO)
Securities
Service Operations
Skill Development
Skilled Multi-tasker
Social Media
Social Media Outreach
Software as a Service (SaaS)
Tax Planning
Teamwork
Tech Savy
Time Management
Video
Video Editing
Voice of the Customer
Workflow Optimization
Matthew McKinnon Summary
Matthew McKinnon, based in Austin, TX, US, is currently a Enterprise Sales Development Representative at Rubrik. Matthew McKinnon brings experience from previous roles at Whitwell Advisors, Self-employed, Sax Wealth Advisors, LLC and Journey Wealth Partners. Matthew McKinnon holds a 2014 - 2018 Bachelor of Business Administration - BBA in Finance, General @ University of New Hampshire. With a robust skill set that includes Account Management, Analytical Skills, Attention to Detail, Budgeting, Business Development and more. Matthew McKinnon has 6 emails and 3 mobile phone numbers on RocketReach.
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