Managing Director, Wealth Products @ (September 2019 - April 2023)
Executive Director: Investment Solutions Product Development @ (January 2018 - September 2019)
Vice President: Investment Solutions Product Development @ (January 2014 - January 2018)
Associate: Alternatives Product Development @ (January 2012 - January 2014)
Analyst: Solutions Product Development @ (June 2010 - January 2012)
Senior Project Manager @ (January 2007 - January 2010)
Associate @ The Amelia Group LLC (January 2006 - January 2007)
Matthew Schroeder Education
Villanova University
Bachelor of Arts (B.A.) (Political Science)
2002-2006
Matthew Schroeder Skills
Equities
Securities
Asset Managment
Hedge Funds
Business Analysis
Microsoft Excel
CRM
Outsourcing
Mutual Funds
Financial Analysis
Trading
Project Management
Sales
Pivot Tables
PowerPoint
Microsoft Office
Leadership
Investments
Risk Management
Financial Services
Strategy
Fixed Income
Business Strategy
Business Development
Alternative Investments
Relationship Management
Investment Management
Private Equity
Business Process Improvement
Wealth Management
JavaScript
Business Management
Management
Matthew Schroeder Summary
Matthew Schroeder, based in New York, NY, US, is currently a Managing Director, Wealth Products at First Citizens Bank. Matthew Schroeder brings experience from previous roles at Silicon Valley Bank and J.P. Morgan. Matthew Schroeder holds a 2002 - 2006 Bachelor of Arts (B.A.) in Political Science @ Villanova University. With a robust skill set that includes Equities, Securities, Asset Managment, Hedge Funds, Business Analysis and more. Matthew Schroeder has 1 emails and 3 mobile phone numbers on RocketReach.
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