Kyle Matesic Email & Phone Number

During my undergraduate years at Fairleigh Dickinson University, I took on unique roles helping financial advisors invest and manage their client’s assets. This led to a career of over 8 years in the registered investment advisory (RIA) industry. Throughout my time in the RIA space, I helped firms grow and prosper by streamlining financial reporting, creating efficient practices utilizing financial modeling, managing billions in assets, and continuously found ways to improve financial strategies. Currently, as a Director of Finance and Operations, I am able to apply skills I have learned in previous roles, utilize knowledge that I have gained from my education and consistently improve my knowledge and skills everyday.I continuously gain knowledge on a wide array of financial topics in my role as a Director of Finance and Operations as well as continuing education courses. My vast experience in traditional finance and wealth management has provided me with the benefit of having extensive knowledge among both fields.Education has been the forefront of my career. I am motivated to continuously further my education and use that knowledge to supplement my everyday work. During my career I have completed various courses, licenses, a bachelors of science degree in finance from Fairleigh Dickinson University and a masters in business administration degree from Louisiana State University.

Listed skills include Sales, Finance, Microsoft Sql Server, Financial Analysis, and 12 others.