Matt Whelan Email & Phone Number

New York, Ny, Us

Offering seamless credit card and ACH processing services with a focus on Netsuite with the intent to save customers money, help reduce manual processes, and eliminate fraud.

VersaPay is a Fintech company and leading provider of cloud-based invoice-to-cash solutions, enabling businesses to provide a superior customer experience, get paid faster, streamline financial operations, and dramatically reduce DSO and costs. Learn more about how VersaPay is making customers happy and helping companies get paid faster: www.versapay.com. Or contact me for a demo at matt.whelan@versapay.com

Greater New York City Area

Contentsquare empowers brands to build better digital experiences. Our experience analytics platform visualizes billions of digital behaviors, to deliver intelligent recommendations anyone can use to grow revenue, increase engagement and fuel growth. Recognized by Gartner as one of the 4 most innovative technologies in eCommerce, Contentsquare works with more than 600 customers and partners from offices in Paris, London, New York, San Francisco, Munich, Tel Aviv and Tokyo, Contact me for a demo: matt.whelan@contentsquare.com

-Provided personalized and consultative service to financial intermediaries and institutions that distribute the T. Rowe Price mutual funds, John Hancock Freedom 529 plan, and trust products.-Responsible for interpreting various formats of client requests while ensuring all necessary information is available..-Was in daily contact with various broker/dealers to resolve trading issues by strict deadlines.-Prevents potentially significant fund exposure by appropriately price-protecting client trades.-Responsible for processing various transactions and wires through the DTC. Requests include high dollar transactions including omnibus level redemptions, exchanges, and transfers (i.e. trades, setting up of new accounts, etc.) from financial intermediaries (broker/ dealer back-offices, brokers, advisors, etc.)-Investigated and resolved rejected systematic (NSCC) and manual trades, and works through other trading-related issues.

-Coordinated and handled the training of multiple new hire classes and served as a subject matter expert to the floor and assisted with problem solving for many different issues across teams.-Worked directly with and under our teams supervisor and was responsible for providing coaching and leadership to a team of 8-11 associates, including speaking on their behalf during calibration meetings with our teams supervisor and other management. -Still maintained my role as a specialist and assisted with the daily specialist workload to ensure that everything went smoothly with overseeing the specialist team.

Owings Mills, Maryland

-Assist in escalated issues daily as a member of the “Specialist Mailbox”-Trained on all Specialist level work and have the ability to process these transactions in a timely and efficient manner, while/maintaining and exceeding department standards in terms of quality or work, and number of transactions handled.-Was given daily responsibility such as the rollover record keeping, and Plan level installments as well as dealing with the resolution of errors and any “adjustments” to trades that needed to take place.

-Head of State of Illinois and the Suffolk County Government 457 Plan. Responsible for overseeing all transactions that come through for this employee retirement plan and ensuring that these sensitive account requests were performed in a timely and accurate manner.-Rank among top 3 associates month over month in the department cross-site in terms of total items handled, and Items per Hour, while still meeting Day 1 and Day 2 quality every month on floor. Processed over 2,000 items in the month of March with 100% quality (dept. average = 800 items handled)-Handled numerous responsibilities above my grade level and was promoted to a specialist in this department, skipping over the normal next role of Operations Rep II.

Bachelor Of Science (Bs), Finance, General

Activities and Societies: Pre-Law, Club Baseball, Intramurals, Finance Club, Marketing Club

Education record

Activities and Societies: Baseball, Student Council, Volunteer at local after school charity programs