Matthew Grant Email and Phone Number
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Matthew Grant personal email
Matthew Grant is a Senior Product Manager - Equity Product Management at Columbia Threadneedle Investments at Columbia Threadneedle Investments, US. He possess expertise in microsoft word, customer service, microsoft office, microsoft excel, sales and 9 more skills.
Columbia Threadneedle Investments, Us
View- Website:
- columbiathreadneedle.com
- Employees:
- 803
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Senior Product Manager - Equity Product ManagementColumbia Threadneedle Investments, Us Feb 2023 - PresentBoston, Massachusetts, United States
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Internal Advisor ConsultantColumbia Threadneedle Investments, Us Nov 2018 - Feb 2023Boston, Massachusetts, United States
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Investment AnalystMerrill Lynch Jun 2018 - Nov 2018Newton, Ma• Created an effective client profiling process while leveraging Wealth Management tools and reports to provide appropriate solutions for clients’ financial needs.• Implemented a consistent investment process and discipline across our clients by using model and custom portfolios for scale and performance consistency. • Performed monitoring of products, managers, alternative investments, and platforms to provide ongoing feedback and updates. -
Financial Advisor Development ProgramMerrill Lynch Jun 2017 - Jun 2018Portsmouth, Nh• Series 7 & 66 licensed.• One year development program following a curriculum intended to gain vast overall exposure to Merrill Lynch’s process, platform and capabilities.• Shadow and work with multiple FA teams to gain in-person experience and knowledge of running a practice.
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Management InternEnterprise Rent-A-Car May 2016 - Aug 2016Salem, Nh• Assisted in managing the logistics and maintenance of a 350+ car inventory.• Directly responsible for inside sales of Enterprises optional protection packages.• Marketed the community to develop new business and maintain current relationships.• Delivered exceptional customer service and engaged in conflict resolution on a daily basis. -
Financial Analyst InternMerrill Lynch Jun 2015 - Aug 2015Portsmouth, Nh• Analyzed client’s current portfolios and made adjustments based on the current market conditions. • Compiled market research for a wide variety of investment options such as stocks, bonds, real estate, mutual funds and TIPS and reported findings to Senior Financial Advisor.• Generated leads for prospective cliental using Merrill Lynch’s platform tools.• Researched potential future investment product mixes based off of current and expected future market conditions.
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ServerHaverhill Country Club Inc Aug 2011 - Jun 2015Haverhill, Ma• Effectively communicated with customers and kitchen personnel to ensure timeliness and overall customer satisfaction.• Played a team role during high visibility events such as weddings, proms and golf tournaments.• Exceed the Country Club’s high standard of food service and customer satisfaction in their restaurants. • Trained new employees how to use the computer system and how to perform day to day duties in the Country Clubs restaurants. -
UmpireTown Of Plaistow Apr 2008 - Jun 2012Plaistow, Nh
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Sales AssociateOlympia Sports Nov 2010 - Jan 2011Plaistow, Nh• Communicated with customers and sales team to meet the customer’s needs and wants.• Organized sales floor to assure products were presentable and attractive.• Managed cash and non-cash transactions with customers.
Matthew Grant Skills
Matthew Grant Education Details
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Accounting And Finance -
Timberlane High School
Frequently Asked Questions about Matthew Grant
What company does Matthew Grant work for?
Matthew Grant works for Columbia Threadneedle Investments, Us
What is Matthew Grant's role at the current company?
Matthew Grant's current role is Senior Product Manager - Equity Product Management at Columbia Threadneedle Investments.
What is Matthew Grant's email address?
Matthew Grant's email address is ma****@****dle.com
What schools did Matthew Grant attend?
Matthew Grant attended University Of New Hampshire, Timberlane High School.
What are some of Matthew Grant's interests?
Matthew Grant has interest in Playing Or Watching Baseball, Social Services, Traveling, Water Skiing, Golfing, Hiking, Fishing.
What skills is Matthew Grant known for?
Matthew Grant has skills like Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Sales, Social Media, Powerpoint, Time Management, Research, Teamwork, Public Speaking, Financial Analysis.
Who are Matthew Grant's colleagues?
Matthew Grant's colleagues are Claire Limb, Marc Westburg, Kyle Zarycki, Donna Guglielmi, Dewey Perrella, Dan O'shea, Cima®, Crps®, Drew Kettwick, Cfa.
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