Lead Financial Analyst, Wealth Management Finance Business Partner @ (June 2021 - September 2023)
Senior Financial Analyst, Group and Individual Retirement Finance Business Partner @ (January 2018 - June 2021)
Internal Wholesaler, Individual Retirement @ (June 2015 - January 2018)
Funds Management Group Summer Intern @ (June 2014 - August 2014)
Wealth Management Intern @ (June 2013 - August 2013)
Michael Matteo Education
Rowan University
Bachelor's degree (Finance and Accounting)
2011-2015
Northern Valley Old Tappan Highschool
High School diploma
2007-2011
Michael Matteo Skills
10Q
10k
Accounting
Analytical Skills
Bloomberg Terminal
Budget Management
Corporate Finance
Customer Service
DCF
English
Excel Pivot
Experience Working with Children
Finance
Financial Accounting
Financial Analysis
Financial Modeling
Financial Reporting
Financial Statements
Group Work
Industry Research
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Morningstar
Office 365
PowerPoint
Presentations
Project Management
Project Planning
Public Speaking
Research
Sales
Social Media
Teamwork
Time Management
Wholesale
excel
Strategic Planning
Marketing
Michael Matteo Summary
Michael Matteo, based in New York, NY, US, is currently a Finance Director, Wealth Management Finance Business Partner at Equitable. Michael Matteo brings experience from previous roles at Equitable and AXA US. Michael Matteo holds a 2011 - 2015 Bachelor's degree in Finance and Accounting @ Rowan University. With a robust skill set that includes 10Q, 10k, Accounting, Analytical Skills, Bloomberg Terminal and more. Michael Matteo has 2 emails and 1 mobile phone numbers on RocketReach.
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