Matthew Chaon Email & Phone Number

Greater Chicago Area

Greater Chicago Area

Wheaton, Il

• Analyzed investment vehicles (mutual funds, bonds, stocks, etc.) to assist wealth managers in determining the appropriate investment strategy for the clients portfolio base on risk/return tolerances• Monitored investment performances and prepared weekly industry reports on corporate and municipal fixed income markets by highlighting important current events for the organization• Researched and integrated a new customer relations management software system, creating a more transparent… Show more • Analyzed investment vehicles (mutual funds, bonds, stocks, etc.) to assist wealth managers in determining the appropriate investment strategy for the clients portfolio base on risk/return tolerances• Monitored investment performances and prepared weekly industry reports on corporate and municipal fixed income markets by highlighting important current events for the organization• Researched and integrated a new customer relations management software system, creating a more transparent environment for clients and wealth managers• Prepared marketing materials and client specific reports for wealth management meetings to improve consulting and cross sell opportunities Show less

Ellettsville, In

• Budgeted grants with the use of Microsoft Excel to manage the allocation of funds, maximize the total budget constraints and summarize expense reports in order to increase financial transparency for the club• Created a non-disclosure legal document for the Ellettsville branch of the organization• Compiled and organized donations to accurately forecast the amount of children who could benefit from the various types of donations• Created and maintained relationships with local… Show more • Budgeted grants with the use of Microsoft Excel to manage the allocation of funds, maximize the total budget constraints and summarize expense reports in order to increase financial transparency for the club• Created a non-disclosure legal document for the Ellettsville branch of the organization• Compiled and organized donations to accurately forecast the amount of children who could benefit from the various types of donations• Created and maintained relationships with local organizations in an effort to increase donor support Show less

Bachelor’S Degree, Business Administration And Management, General

Activities and Societies: Brother of Pi Kappa Phi

High School Diploma, Graduated

Activities and Societies: Football Team, Track and Field-Captain, Soccer Manager, Students Against Destructive Decisions. 3.5 GPA out of 4.0