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Matthew Morales Location
New York, NY, US
Matthew Morales Work
Executive Director @ (August 2025 - Present)
Executive Director @ (January 2024 - August 2025)
Vice President @ (January 2021 - December 2023)
Senior Finance Manager and Director @ (January 2017 - January 2021)
Finance Manager and Business Analyst @ (April 2014 - December 2016)
Fixed Income Project Manager @ (November 2010 - December 2013)
Senior Market Analyst @ (December 2008 - October 2010)
Market Analyst @ (July 2007 - November 2008)
Proprietary Equity Trader @ (December 2004 - July 2007)
Matthew Morales Education
Marist College
Bachelor's degree (Finance, General)
2001-2004
Matthew Morales Skills
Fixed Income
Requirements Analysis
Risk Management
Market Data
MS Project
Project Management
SharePoint
Project Planning
Microsoft Excel
Capital Markets
Business Analysis
Program Facilitation
SQL
Equities
Visio
Portfolio Management
Business Requirements
Analysis
VBA
Stakeholder Management
Siebel
Access
Team Leadership
Client Services
Workshop Facilitation
Proprietary Trading
Microsoft Word
PowerPoint
US Treasuries
Quality Control
Management Development
Defining Requirements
Client Service Oriented
Sprint Planning
Attestation Management
InfoPath
Reuters 3000
Matthew Morales Summary
Matthew Morales, based in New York, NY, US, is currently a Executive Director at SMBC Group. Matthew Morales brings experience from previous roles at Morgan Stanley. Matthew Morales holds a 2001 - 2004 Bachelor's degree in Finance, General @ Marist College. With a robust skill set that includes Fixed Income, Requirements Analysis, Risk Management, Market Data, MS Project and more. Matthew Morales has 1 emails and 1 mobile phone numbers on RocketReach.
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