Matthew Galvan, Cfa

Matthew Galvan, Cfa Email and Phone Number

Investment Strategist | CFA Charterholder | Crypto Enthusiast | Fintech Advocate | Passionate about improving efficiency and accessibility in modern finance @ Merrill Lynch Wealth Management
new york, new york, united states
Matthew Galvan, Cfa's Location
New York, New York, United States, United States
Matthew Galvan, Cfa's Contact Details

Matthew Galvan, Cfa personal email

n/a
About Matthew Galvan, Cfa

Finance professional and a Chartered Financial Analyst (CFA) with over 10 years in wealth management, specializing in portfolio management, investment strategy, and operational efficiency. I consistently transform data and research into solutions that elevate client experiences and enhance team effectiveness. Known for leadership in cross-functional collaboration and strategic analysis, I am committed to delivering actionable insights that support informed, forward-looking decisions. Currently pursuing an MBA at NYU Stern with a focus on Fintech and Quantitative Finance, I am dedicated to continuous learning and integrating cutting-edge financial technology and quantitative research to stay at the forefront of an evolving industry.

Matthew Galvan, Cfa's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

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Investment Strategist | CFA Charterholder | Crypto Enthusiast | Fintech Advocate | Passionate about improving efficiency and accessibility in modern finance
new york, new york, united states
Website:
ml.com
Employees:
45157
Matthew Galvan, Cfa Work Experience Details
  • Merrill Lynch Wealth Management
    Private Wealth Senior Investment Manager
    Merrill Lynch Wealth Management Jul 2023 - Present
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  • Merrill Lynch
    Private Wealth Investment Management Specialist
    Merrill Lynch Feb 2019 - Jun 2023
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  • U.S. Trust, Bank Of America Private Wealth Management
    Portfolio Manager Associate
    U.S. Trust, Bank Of America Private Wealth Management Feb 2017 - Feb 2019
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  • U.S. Trust, Bank Of America Private Wealth Management
    Portfolio Management Assistant
    U.S. Trust, Bank Of America Private Wealth Management May 2015 - Feb 2017
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  • U.S. Trust, Bank Of America Private Wealth Management
    Trust Administrative Officer Ii
    U.S. Trust, Bank Of America Private Wealth Management Jul 2013 - May 2015
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Matthew Galvan, Cfa Skills

Microsoft Office Financial Modeling Microsoft Word Data Analysis Sql Powerpoint Microsoft Excel Social Networking Finance Microsoft Outlook Customer Service Financial Analysis Outlook Spanish

Matthew Galvan, Cfa Education Details

Frequently Asked Questions about Matthew Galvan, Cfa

What company does Matthew Galvan, Cfa work for?

Matthew Galvan, Cfa works for Merrill Lynch Wealth Management

What is Matthew Galvan, Cfa's role at the current company?

Matthew Galvan, Cfa's current role is Investment Strategist | CFA Charterholder | Crypto Enthusiast | Fintech Advocate | Passionate about improving efficiency and accessibility in modern finance.

What is Matthew Galvan, Cfa's email address?

Matthew Galvan, Cfa's email address is galvanma@bc.edu

What is Matthew Galvan, Cfa's direct phone number?

Matthew Galvan, Cfa's direct phone number is +126762*****

What schools did Matthew Galvan, Cfa attend?

Matthew Galvan, Cfa attended Nyu Stern School Of Business, Boston College, John Cabot University, William Penn Charter School.

What are some of Matthew Galvan, Cfa's interests?

Matthew Galvan, Cfa has interest in Education, Children.

What skills is Matthew Galvan, Cfa known for?

Matthew Galvan, Cfa has skills like Microsoft Office, Financial Modeling, Microsoft Word, Data Analysis, Sql, Powerpoint, Microsoft Excel, Social Networking, Finance, Microsoft Outlook, Customer Service, Financial Analysis.

Who are Matthew Galvan, Cfa's colleagues?

Matthew Galvan, Cfa's colleagues are Paul Joseph Polito Cfp®, Terri Domenico, Gail Siebenmorgen, Jeremy Floberg, Andrew Lottman, Latate Wilson, Luis Florez.

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