Matthew Grimaldi

Matthew Grimaldi Email and Phone Number

Recruitment and Business Development Associate @ Talener
New York, NY, US
Matthew Grimaldi's Location
Smithtown, New York, United States, United States
About Matthew Grimaldi

My journey has been defined by a passion for building meaningful relationships. In the beginning of my college career, I felt lost as I navigated different majors, from biology to Spanish language and literature, before finally settling on business management with a concentration in finance. Despite the uncertainty, one thing remained clear: My desire to connect with people and help them solve their problems.As my interest in finance grew, I discovered wealth management in my junior year, which perfectly combined my financial interests with my love for supporting others. My recent internship at Kuttin Wealth Management solidified my career path and introduced me to the world of financial planning.Now, I’m preparing for my SIE exam, with aspirations of eventually earning my CFP and becoming a successful financial advisor. I’m excited to blend my skills in finance with my passion for helping people achieve their financial goals.

Matthew Grimaldi's Current Company Details
Talener

Talener

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Recruitment and Business Development Associate
New York, NY, US
Website:
talener.com
Employees:
30
Matthew Grimaldi Work Experience Details
  • Talener
    Recruitment And Business Development Associate
    Talener
    New York, Ny, Us
  • Fourier Fund Of Stony Brook University
    Head Of Sector
    Fourier Fund Of Stony Brook University Oct 2024 - Present
    Stony Brook, New York, United States
    Led a team of 4 analysts in evaluating securities using key performance indicators (KPIs), financial ratios, and market trends. Conducted detailed analysis of 10-K and 10-Q filings, balance sheets, and income statements to assess company performance, financial stability, and growth potential for informed investment recommendations.Organized and facilitated regular team meetings to discuss market analysis, coordinate research efforts, and present findings.
  • Self-Employed
    Artist, Content Creator & Sound Engineer
    Self-Employed May 2018 - Present
    Independently produced, recorded, and released music across various digital platforms, amassing over 2,000,000 streams and gaining millions of views on TikTok. Established and maintained a distinctive personal brand, consistently engaging with followers to cultivate a dedicated fanbase.Self taught high level proficiency in sound engineering techniques, utilizing software such as FL Studio & Audacity to achieve industry-quality production standards
  • Mama Sbarro’S
    In Store Assistant & Driver
    Mama Sbarro’S Aug 2022 - Present
    Hauppauge, New York, United States
    Handled a diverse range of tasks including delivering orders, managing the counter, bussing tables, restocking inventory, and preparing boxes, showcasing versatility and a strong work ethic in a fast-paced environment.Demonstrated exceptional time management skills, delivering over 2000 total orders, ensuring timely delivery of orders while maintaining food quality and adhering to safety standards.
  • Kuttin Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
    Wealth Management Intern
    Kuttin Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Jun 2024 - Aug 2024
    Hauppauge, New York, United States
    Observed ~20 different financial advisors during ~40 individual client consultations, gaining insights into investment strategies, portfolio management, and client relationship management.Attended ~60 internal strategy and planning meetings, gaining exposure to decision-making processes, leadership skills, team collaboration, and business operations within the firm.Collected and analyzed data on 800 Ameriprise financial advisors to support business development.
  • Pacsun
    Sales Associate
    Pacsun Mar 2021 - Aug 2021
    Lake Grove, New York, United States
    Provided exceptional customer service to hundreds of customers per day utilizing effective sales techniques.Assisted in marketing efforts, contributing to an inviting store environment enhancing the shopping experience for customers.

Matthew Grimaldi Education Details

Frequently Asked Questions about Matthew Grimaldi

What company does Matthew Grimaldi work for?

Matthew Grimaldi works for Talener

What is Matthew Grimaldi's role at the current company?

Matthew Grimaldi's current role is Recruitment and Business Development Associate.

What schools did Matthew Grimaldi attend?

Matthew Grimaldi attended Stony Brook University.

Who are Matthew Grimaldi's colleagues?

Matthew Grimaldi's colleagues are Kristin Steinhauer, Michael Barnes, Chris Ban, Michael Arato, Hasan Mamun, Brigitte Beauridot, Sean Dew.

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