Matthew Olstein Email & Phone Number

New York, New York, United States

New Jersey, United States

New York, New York, United States

• Conducted research of private investment, financing, ESG and cryptocurrency offerings across major competitors, used by management to develop strategic roadmap• Wrote case studies that succinctly detailed performance of previous private equity investment offerings, used to educate prospective clients, and facilitate distribution • Developed algorithm to email financial advisors their client’s activity on private institutional client investment web pages, deepening relationships

New York, United States

• Modeled the profitability of numerous life insurance products in different interest rate scenarios; presented findings to senior leadership• Created and delivered monthly report to track performance of option trading strategies used to fund guarantees embedded in index linked annuity • Developed weekly reporting of expected returns on fixed income investments, helping pricing teams set competitive rates for annuities

200 Vesey Street, New York, Ny

• Co-managed cross functional initiative to update Card application logic to identify historic churners and dynamically remove welcome promotions, resulting in annual reduction to customer acquisition costs • Developed and presented, to Marketing and Risk leadership, a business case to increase value of Card Member welcome offers in the Tele channel, resulting in adoption of new strategy• Streamlined the Apply-by-Phone application by providing an option to receive legal disclosures via email, resulting in 85% customer opt-in rate and reduced call times • Prepared periodic forecasts of Card Member acquisitions and marketing expenses with Finance, facilitating strategic budget preparation • Coached a direct report to independently manage daily operations, monthly reporting, and ongoing strategic initiatives

New York, New York, United States

• Reduced live agent caseload by over 20% through intent based servicing and routing by coordinating with two external technology vendors to implement a Chat Bot• Analyzed Web Chat code and UX, and developed comprehensive requirements allowing Technology to execute a software migration without disruption• Oversaw implementation and subsequent A/B testing of Web Chat on mobile site, delivering a 1.20% increase in new Card Member acquisitions in channel • Identified business opportunity to offer Web Chat in customer lifecycle marketing, resulting in incremental product cross sells, upgrades, and additional card users

Phoenix, Arizona Area

• Created logic for statistical quality controls, used to monitor credit, collections, and fraud work-lists and flag business owners when volume was outside of expected range, resulting in greater operational efficiency • Wrote a training curriculum, attended by over 100 account specialists, for Working Capital Terms loan program and associated software UI

Master Of Business Administration - Mba, Finance And Accounting

Activities and Societies: Research Analyst, Michael Price Student Investment Fund Teaching Fellow, Financial Accounting and Reporting

B.S.E, Industrial And Operations Engineering

Activities and Societies: Alpha Pi Mu IE Honor SocietyMinor in Mathematics Magna Cum Laude