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..

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.

-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.

-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.

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.

-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.

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