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@bnymellon.com
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Amelia Matton, Mba is listed as Client Operations Manager at Smartleaf at Smartleaf, a company with 34 employees, based in United States, United States, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Amelia Matton, Mba.
Amelia Matton, Mba previously worked as Client Operations Manager at Smartleaf and Client Operations Manager | Data and Analytics Solutions at Bny Mellon. Amelia Matton, Mba holds Mba, Business Administration & Finance from Suffolk University - Sawyer School Of Management.
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AeroLeads found 1 current-domain work email signal for Amelia Matton, Mba. Compare company email patterns before reaching out.
Experienced financial service professional working various roles in the industry for over 15 years, most recently sitting tight with a front row seat to FinTech via Portfolio Rebalancing and Direct Indexing while delivering exceptional client service at Smartleaf. Prior experience includes Hedge and Private Equity Fund Accounting, Financial Reporting, and Investment Software support. Received an MBA focused in Business Administration & Finance from Suffolk University - Sawyer School of Management in 2011.
Listed skills include Mutual Funds, Equities, Hedge Funds, Financial Analysis, and 43 others.
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Greater Boston
"Smartleaf enables wealth advisory firms to deliver ultra-high levels of customization and optimized tax management to all of their clients, at an unprecedented scale. Our automated rebalancing workflow is used to manage everything from custom-tailored $1B taxable UMA and UMH accounts to $5 robo accounts with fractional shares."
Greater Boston
Eagle Investment Systems is now BNY Mellon Data and Analytics Solutions as of December 2019. Diligent client advocate, navigating day to day operations for a portfolio of over 9 financial organization clients (both foreign and domestic), facilitating software upgrades, troubleshooting software issues, reporting bugs and testing solutions, all while.
Boston, Massachusetts, United States
Other employees you can reach at smartleaf.com. View company contacts for 34 employees →
Ezekiel D'Ascoli
Colleague at SmartleafCambridge, Massachusetts, United States, United States
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EP
Emma Preslar
Colleague at SmartleafBoston, Massachusetts, United States, United States
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Anthony Trubiano
Colleague at SmartleafWaltham, Massachusetts, United States, United States
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JT
Jim Taylor
Colleague at SmartleafCambridge, Massachusetts, United States, United States
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TW
Tianhe Wang
Colleague at SmartleafBrookline, Massachusetts, United States, United States
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SM
Samantha Main
Colleague at SmartleafColchester, Connecticut, United States, United States
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Elizabeth Burgess
Colleague at SmartleafBrooklyn, New York, United States, United States
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Julie Kuhn
Colleague at SmartleafSuffolk County, Massachusetts, United States, United States
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Travis Claus
Colleague at SmartleafCambridge, Massachusetts, United States, United States
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GP
Geoffrey Pelton
Colleague at SmartleafGreater Boston, United States
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Activities and Societies: Global Travel Seminar to Germany: studied German Business and German culture before traveling to Munich and.
Activities and Societies: Chi Omega Fraternity, Career and Personal Devlopment Chair.
Quick answers generated from the profile data available on this page.
Amelia Matton, Mba works for Smartleaf.
Amelia Matton, Mba is listed as Client Operations Manager at Smartleaf at Smartleaf.
AeroLeads has found 1 work email signal at @bnymellon.com for Amelia Matton, Mba at Smartleaf.
Amelia Matton, Mba is based in United States, United States, United States while working with Smartleaf.
Amelia Matton, Mba has worked for Smartleaf, Bny Mellon, Brown Brothers Harriman, State Street Alternative Investment Solutions, and State Street Bank.
Amelia Matton, Mba's colleagues at Smartleaf include Ezekiel D'Ascoli, Emma Preslar, Anthony Trubiano, Jim Taylor, and Tianhe Wang.
You can use AeroLeads to view verified contact signals for Amelia Matton, Mba at Smartleaf, including work email, phone, and LinkedIn data when available.
Amelia Matton, Mba holds Mba, Business Administration & Finance from Suffolk University - Sawyer School Of Management.
Amelia Matton, Mba is listed with skills including Mutual Funds, Equities, Hedge Funds, Financial Analysis, Microsoft Excel, Leadership, Valuation, and Account Reconciliation.
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