Matt Rush Email & Phone Number

Tampa, Florida, United States

Jaffe Tilchin Wealth Management, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm that is focused on helping our clients achieve prosperity and peace of mind throughout their life journey. We provide Investment Services to over 600 private clients that include individuals, institutions, and corporations across 39 states and Canada. Our firm has assembled a uniquely talented and seasoned team of more than 45 professionals, each of whom bring specialized skills and is passionately invested in our clients futures. We seek to align our interests and goals with our clients through thoughtful and unbiased guidance. When we succeed our clients succeed.

Tampa/St. Petersburg, Florida Area

For over 31 years, Excalibur Financial Group has been committed to service, innovation and superior plan designs that have made us one of the nation’s largest independently held benefit companies in the United States. Excalibur Financial Group is a full-service Employee Benefits and Human Capital consulting firm known for cutting edge concepts coupled with superior customer service. The Excalibur team of associates has successfully kept their clients ahead of the curve by understanding their specific needs and providing out-of-the box thinking for innovative and unique solutions that provide value.

Tampa, Florida

• Build complex models for senior management to visualize trends in revenue• Analyze large data sets using Hyperion and Ad Hoc Analysis to track customers billings, churn, re-rates for the past quarters • Established and maintaining a database consisting of various M&A contracts that our team used to manage into termination and evaluate risks• Assist in the tracking of a recent M&A portfolio, which helped our team identify future revenue decreases

Pittsburgh, Pa