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@fnbsf.com
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Matthew Adamson, Cfa is listed as Portfolio Manager at The First National Bank in Sioux Falls, a company with 171 employees, based in Sioux Falls, South Dakota, United States. AeroLeads shows a work email signal at fnbsf.com, phone signal with area code 605, and a matched LinkedIn profile for Matthew Adamson, Cfa.
Matthew Adamson, Cfa previously worked as Investment Analyst at The First National Bank In Sioux Falls and Chairman of the Board at South Dakota Alpha Xi Association. Matthew Adamson, Cfa holds Mba, Finance from University Of Nebraska-Lincoln.
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My current position involves portfolio management responsibility for over $350 million in client assets which includes retirement accounts, charitable trusts, personal trusts, foundations/endowments and many other account types. I am very proud to be an advocate for my clients in the financial markets.
Listed skills include Cognos, Touche Analyzer Mcif, Sql, Excel, and 14 others.
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Sioux Falls, South Dakota Area
I currently manage investments for accounts valued at over $350 million. This includes executing trades and making buy, hold and sell recommendations for client accounts. I also meet with many of my clients for one on one coaching, strategy development and performance review. As a member of our investments team I get to work across all areas of our trust.
Sioux Falls, South Dakota Area
Screened, valued and made buy/sell/ hold recommendations on existing and prospective investment options for equity and fixed income investments consistent with institutional and client objectives.Monitored performance and verified investments' compliance with client objectives, bank policies and regulatory requirements through ongoing reporting.
Lead director of the local alumni board of directors, supporting the South Dakota Alpha Xi colony of Phi Kappa Theta fraternity at the University of South Dakota. We are in charge of managing and monitoring fraternity financial activity along with organizing and putting on our own events, and fund raising to support fraternity scholarship program.
Sioux Falls, SD
Provided bank wide analytic support by acting as a primary source for report writing, data analysis and business information.Served on the Trust and Investment Committee for the bank's trust department, making mutual fund recommendations for reallocation of trust assets.Developed automated banker production reports critical to implementation of new company.
The UNL MBA Student Association acts as the official student run organization for MBA students at the University of Nebraska. As president, I oversaw our many social, philanthropic and community service events and handled all of our communication with MBA students, the website, regular weekly updates and our MBA calendar.Our notable events during my tenure.
Lincoln, Nebraska Area
Prepared senior survey and exit exam score reports to be used for business school accreditationRecorded and edited lecture videos for professors and special guest speakers using Final Cut Express and iMovie software.Compiled survey results and formatted to fit accreditation reports.Acted as survey administrator for exit surveys, graduate and undergraduate.
Assisted examiners in completion of regular exams. As a part of risk management I worked on several of the CAMELS bank rating components by analyzing bank statements, interviewing bank personnel and writing comments for review by our commissioned examiners.
Programmed an Excel interface to run raw, monthly marketing test data through profitability cash flow model and print summary output.Refitted SQL coding to pull correct information for this new cash flow model.Programmed time saving macros to move profitability and risk data to our report templates.Programmed a marketer test simulator in Excel, which.
Other employees you can reach at fnbsf.com. View company contacts for 171 employees →
Sally Chapman
Colleague at The First National Bank In Sioux FallsGreater Sioux Falls Area, United States
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Nebojsa Milkovic
Colleague at The First National Bank In Sioux FallsSioux Falls, South Dakota, United States, United States
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Missy Anderson, Sphr
Colleague at The First National Bank In Sioux FallsSioux Falls, South Dakota, United States, United States
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Dave Sternborg
Colleague at The First National Bank In Sioux FallsDell Rapids, South Dakota, United States, United States
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Peg Nelson
Colleague at The First National Bank In Sioux FallsSioux Falls, South Dakota, United States, United States
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BW
Briana Whitehurst
Colleague at The First National Bank In Sioux FallsGreater Sioux Falls Area, United States
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TJ
Tasha Jurrens Shrm-Scp
Colleague at The First National Bank In Sioux FallsSioux Falls, South Dakota, United States, United States
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Nicol Mooney
Colleague at The First National Bank In Sioux FallsSioux Falls, South Dakota, United States, United States
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KT
Kristie Thorson
Colleague at The First National Bank In Sioux FallsSioux Falls, South Dakota, United States, United States
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Amanda Buttemeier
Colleague at The First National Bank In Sioux FallsSioux Falls, South Dakota, United States, United States
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Activities and Societies: MBA Student Association - President
Activities and Societies: Phi Kappa Theta Fraternity - President, Beta Gamma Sigma, Honors Program, Mortar Board
Quick answers generated from the profile data available on this page.
Matthew Adamson, Cfa works for The First National Bank in Sioux Falls.
Matthew Adamson, Cfa is listed as Portfolio Manager at The First National Bank in Sioux Falls.
AeroLeads has found 2 work email signals at @fnbsf.com for Matthew Adamson, Cfa at The First National Bank in Sioux Falls.
AeroLeads has found 1 phone signal(s) with area code 605 for Matthew Adamson, Cfa at The First National Bank in Sioux Falls.
Matthew Adamson, Cfa is based in Sioux Falls, South Dakota, United States while working with The First National Bank in Sioux Falls.
Matthew Adamson, Cfa has worked for The First National Bank In Sioux Falls, South Dakota Alpha Xi Association, Home Federal Bank (Hffc), Unl Mba Student Association, and University Of Nebraska–Lincoln.
Matthew Adamson, Cfa's colleagues at The First National Bank in Sioux Falls include Sally Chapman, Nebojsa Milkovic, Missy Anderson, Sphr, Dave Sternborg, and Peg Nelson.
You can use AeroLeads to view verified contact signals for Matthew Adamson, Cfa at The First National Bank in Sioux Falls, including work email, phone, and LinkedIn data when available.
Matthew Adamson, Cfa holds Mba, Finance from University Of Nebraska-Lincoln.
Matthew Adamson, Cfa is listed with skills including Cognos, Touche Analyzer Mcif, Sql, Excel, Visual Basic, Microsoft Office, Final Cut Express, and Research.
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