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Matthew P. Location
Boston, MA, US
Matthew P. Work
Service Program Manager @ (November 2024 - Present)
Senior Program Manager @ (May 2022 - September 2024)
Sr. Project Manager @ (May 2017 - May 2022)
Director of Operations @ (August 2010 - January 2017)
Sr. Operations Assoc. @ Investors Capital Corporation (April 2005 - August 2010)
Matthew P. Education
Northeastern University
(Journalism)
2000-2004
University of Missouri-Columbia
(Broadcast Journalism)
1998-1999
Norwich Free Academy
(High School/Secondary Diplomas and Certificates)
1994-1998
Matthew P. Skills
Project Management
Training
Customer Service
Strategy
Project Planning
Series 24
Series 7
FINRA
Financial Services
Alternative Investments
Wealth Management
Equities
Investment Advisory
401k
Relationship Management
Data Analysis
Databases
Big Data
Medium Sized Data
Process Improvement
Asset Allocation
Fixed Annuities
Retirement
Finance
Retirement Planning
Salesforce.com
Excel Pivot
V Lookups
Microsoft Access
SQL
Relational Databases
Risk Management
Operational Risk Management
Internal Controls
Business Analysis
Business Process Improvement
Process Flow Documentation
Document Management
Separately Managed Accounts
Unified Managed Accounts
Mutual Funds
Fixed Income
Variable Annuities
ERISA
Securities Regulation
Investments
Microsoft Excel
Envestnet
Investment Advisory Services
Asset Management
Securities
Management
Financial Analysis
Microsoft PowerPoint
SharePoint
Matthew P. Summary
Matthew P., based in Boston, MA, US, is currently a Service Program Manager at Cubic Transportation Systems. Matthew P. brings experience from previous roles at Advisor360°, SS&C Technologies, Cetera Financial Group and Investors Capital Corporation. Matthew P. holds a 2000 - 2004 Northeastern University. With a robust skill set that includes Project Management, Training, Customer Service, Strategy, Project Planning and more. Matthew P. has 5 mobile phone numbers on RocketReach.
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