Joseph L. Meehan

Joseph L. Meehan Email and Phone Number

Senior Financial Analyst @ SubjectWell
Austin, TX, US
Joseph L. Meehan's Location
Austin, Texas, United States, United States
Joseph L. Meehan's Contact Details

Joseph L. Meehan work email

Joseph L. Meehan personal email

n/a
About Joseph L. Meehan

As someone who is in their early career I'm always looking to learn and grow. I hold the SIE, Series 6, and Series 63 certifications issued by FINRA, which demonstrate my knowledge and competence in the securities industry. I graduated in 2022 from the University at Buffalo with a Bachelors in Economics, where I developed a strong foundation in quantitative and economic analysis. I have over a year of work experience in the retail banking sector, including an internship at KeyBank, where I learned the fundamentals of banking operations, customer service, and compliance. I currently work as an Accounts Payable Specialist, where I'm building a strong accounting base. I'm seeking a career in financial analytics with hopes to be the best analyst I can be.

Joseph L. Meehan's Current Company Details
SubjectWell

Subjectwell

View
Senior Financial Analyst
Austin, TX, US
Website:
subjectwell.com
Employees:
187
Joseph L. Meehan Work Experience Details
  • Subjectwell
    Senior Financial Analyst
    Subjectwell
    Austin, Tx, Us
  • Subjectwell
    Accountant
    Subjectwell
    Austin, Tx, Us
  • Subjectwell
    Staff Accountant
    Subjectwell Apr 2024 - Present
    Austin, Texas, Us
  • Stark Tech
    Accounts Payable Specialist
    Stark Tech Aug 2023 - Mar 2024
    Buffalo, New York, Us
    Collaborate with cross-functional departments to gather, analyze, and interpret financial data. Organize and review account data using Microsoft Excel. Perform recordkeeping and generate financial reports. Audit and reconcile vendor documents with internal records. Compare system reports to balances. Verify vendor accounts, pay vendors, and resolve purchase orders, invoices, and payment discrepancies. Make daily adjustments in accounting software, Sage Intacct ERP, to ensure accurate financial records of transactions. Meticulously process, verify, and reconcile invoices. Keep informed of accounting regulations and best practices. Working accurately with large data sets in a fast paced environment while meeting strict deadlines.
  • Keybank
    Private Client Banker
    Keybank Jun 2022 - Jan 2023
    Cleveland , Ohio, Us
    Delivered first-rate customer service to respond to requests around client financial goals, focusing on client investment strategies. Consulted clients and explained various financial services, including mortgages, business loans, and investments. Educated clients on investment options and informed individuals of potential risks. Properly handled money and employed high attention to detail to process tens of thousands of transactions. Assisted with daily internal audits to ensure protocols, policies, and compliance standards were met. Applied risk management best practices to prevent fraudulent activities on accounts daily.
  • Keybank
    Retail Banking Internship
    Keybank May 2021 - Aug 2021
    Cleveland , Ohio, Us
    Participated in a rotational program to gain foundational knowledge of the operational, compliance, and risk components of retail banking. Actively listened to client needs and researched account information to recommend financial products to support client requirements and create a great client experience.
  • 1-800-Got-Junk?
    Associate
    1-800-Got-Junk? Jun 2020 - Aug 2020
    Vancouver, Bc, Ca
  • Market 32 Supermarket
    Produce Clerk
    Market 32 Supermarket May 2020 - Aug 2020
  • Schuyler Meadows Country Club
    Grounds Crew
    Schuyler Meadows Country Club May 2019 - Aug 2020
  • Dick'S Sporting Goods
    Cashier Customer Service
    Dick'S Sporting Goods Dec 2019 - Jan 2020
    Coraopolis, Pa, Us
  • The Home Depot
    Floor Associate
    The Home Depot Apr 2018 - Aug 2018
    Atlanta, Georgia, Us

Joseph L. Meehan Education Details

  • University At Buffalo
    University At Buffalo
    Mathematics-Economics

Frequently Asked Questions about Joseph L. Meehan

What company does Joseph L. Meehan work for?

Joseph L. Meehan works for Subjectwell

What is Joseph L. Meehan's role at the current company?

Joseph L. Meehan's current role is Senior Financial Analyst.

What is Joseph L. Meehan's email address?

Joseph L. Meehan's email address is jo****@****ods.com

What schools did Joseph L. Meehan attend?

Joseph L. Meehan attended University At Buffalo.

Who are Joseph L. Meehan's colleagues?

Joseph L. Meehan's colleagues are David Young, Allison Kindel, Dillan Edwin Gaffley, Lethu Ntshinga, Reshay Field, Stacia Wilson, Nyasha Precious Ishemunyoro.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.