Matthew Burns Email & Phone Number

I'm passionate about building strong relationships within the financial services industry. By the time that I was able to walk I was always fascinated with money. As a toddler, I was either looking for, organizing or counting loose change (no couch cushion was safe). At 9 years old I would regularly ask my mom about the stock market and economic theory. In college I was able to relieve my mom and study it with experts. Fast forward to today I am still fascinated with not only money but the financial industry as a whole. At FactSet, I worked with 200+ Portfolio managers and analysts to help them digest vast amounts of data they needed to make investment decisions. Through the FactSet platform they could research, analyze their holdings and create complex portfolio management models. I was there to support their needs and make sure they were getting the most out of what they subscribed to.At Wolters Kluwer, I work with the top Financial institutions every day. It's my job to help them address some of the most complicated tax and regulatory issues that they face. By staying up to date on the latest regulations that impact them and reacting quickly. Wolters Kluwer puts forth market leading solutions that helps a firm when they need to get it right. I leverage the relationships I've built to make sure those individuals and firms are equipped with the tools they need to be successful.I'm always looking to meet new people. If you're looking for help with Cost Basis calculations, Corporate Action Taxability (871m, 305c, 1446f, FATCA), Regulatory Change Management, Managing your code of Ethics or need advice on stuff to do around Boston. Then I'm your guy and would love to get connected.

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Power Point, Customer Service, and 13 others.