Matthew Mcvicker

Matthew Mcvicker Email and Phone Number

AVP - Treasury @ LPL Financial
Charlotte, NC, US
Matthew Mcvicker's Location
Charlotte, North Carolina, United States, United States
Matthew Mcvicker's Contact Details

Matthew Mcvicker work email

Matthew Mcvicker personal email

n/a
About Matthew Mcvicker

Matthew Mcvicker is a AVP - Treasury at LPL Financial. He possess expertise in leadership, public speaking, research, management, social media and 11 more skills.

Matthew Mcvicker's Current Company Details
LPL Financial

Lpl Financial

View
AVP - Treasury
Charlotte, NC, US
Website:
lpl.com
Employees:
14027
Matthew Mcvicker Work Experience Details
  • Lpl Financial
    Avp - Treasury
    Lpl Financial
    Charlotte, Nc, Us
  • Bank Of America
    Avp - Balance Sheet Management
    Bank Of America Sep 2022 - Present
    Charlotte, North Carolina, United States
  • Bank Of America
    Senior Financial Analyst
    Bank Of America Mar 2021 - Sep 2022
    Charlotte, North Carolina, United States
  • Bank Of America
    Corporate Investments Trading Assistant
    Bank Of America Jul 2019 - Mar 2021
    Charlotte, North Carolina
  • Bank Of America
    Corporate Investments Trade Control Analyst
    Bank Of America Jul 2018 - Jul 2019
    Charlotte, North Carolina Area
  • Hanley Sustainability Fund
    Investment Analyst
    Hanley Sustainability Fund Apr 2016 - May 2018
    Dayton, Ohio Area
    Student-run equity portfolio that invests in efficient, sustainable, and socially responsible companies. The fund also employs a non-discretionary algorithmic model that uses various valuation and balance sheet measures, as well as traditional fundamental analysis for the fund’s discretionary branch- Responsible for leading a small team which covered the US Financial sector - Devised pitches that fell within our sector and met the sustainable peramaters
  • Kudla Dynamic Allocation Fund
    Director Of International Equity
    Kudla Dynamic Allocation Fund Oct 2014 - May 2018
    Student-run, tactical asset allocation fund valued at over $1.4 million dollars measured against a custom benchmark (60% S&P 500, 20% MSCI ex US, 20% Barclays Aggregate Bond)- Responsible for managing the fund's overall international investments and exposure - Devised dynamic investment opportunities in response to macroeconomic and thematic trends- Provided recommendations on general state of global economy and ideal portfolio weightings by country
  • Private Harbour Investment Management & Counsel
    Senior Lead Securities Trader
    Private Harbour Investment Management & Counsel May 2017 - Aug 2017
    Cleveland/Akron, Ohio Area
    - Executed firm-wide trades as well as individual tactical trades- Traded across various asset classes including equities, fixed income, and derivatives- Devised an options trading strategy to hedge investments from downside risk- Managed the settlement process following execution of trades to ensure proper allocation
  • Private Harbour Investment Management & Counsel
    Summer Equity Analyst
    Private Harbour Investment Management & Counsel Jun 2016 - Aug 2016
    Cleveland/Akron, Ohio Area
    - Independently generated and evaluated potential investments ideas- Preformed in-depth equity research and analysis that included financial measures, technical indicators, risk metrics, and conditions of the industry. - Tracked the performance of securities currently held, and provided updated recommendations
  • Geauga County Prosecutor’S Office
    Summer Law Clerk
    Geauga County Prosecutor’S Office May 2015 - Aug 2015
    Chardon, Ohio
    -Assisted in day-to-day operations, prepared cases for trial, and drafted documents pertaining to various fields of law
  • Bike Ohio
    Associate Director
    Bike Ohio May 2013 - Aug 2015
    Chagrin Falls, Oh
    Conducted sales, managed day-to-day operations, and managed social media/pubic relations

Matthew Mcvicker Skills

Leadership Public Speaking Research Management Social Media Analysis Project Management Strategic Planning Financial Analysis Finance Microsoft Powerpoint Customer Service Teamwork Microsoft Excel Investment Management Portfolio Management

Matthew Mcvicker Education Details

Frequently Asked Questions about Matthew Mcvicker

What company does Matthew Mcvicker work for?

Matthew Mcvicker works for Lpl Financial

What is Matthew Mcvicker's role at the current company?

Matthew Mcvicker's current role is AVP - Treasury.

What is Matthew Mcvicker's email address?

Matthew Mcvicker's email address is ma****@****ofa.com

What schools did Matthew Mcvicker attend?

Matthew Mcvicker attended University Of Dayton.

What skills is Matthew Mcvicker known for?

Matthew Mcvicker has skills like Leadership, Public Speaking, Research, Management, Social Media, Analysis, Project Management, Strategic Planning, Financial Analysis, Finance, Microsoft Powerpoint, Customer Service.

Who are Matthew Mcvicker's colleagues?

Matthew Mcvicker's colleagues are Muhammad Alwan Fauzan, Amadeo Candido, Diane Enterlein, Judy Zimmerman, Carissa Myatt Townsend, Margaret Clarkson, Cpa, Chris Metzner.

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