Matt B.
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Matt B. Email & Phone Number

Portfolio Analyst at Banc of California
Location: Raleigh-Durham-Chapel Hill Area, United States, United States 4 work roles 5 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Portfolio Analyst
Location
Raleigh-Durham-Chapel Hill Area, United States, United States

Who is Matt B.? Overview

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Quick answer

Matt B. is listed as Portfolio Analyst at Banc of California, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Matt B..

Matt B. previously worked as Financial Representative Intern at Northwestern Mutual and Fitness Desk Attendant at Prestonwood Country Club. Matt B. holds Bachelor'S Of Science In Business Administration, Finance, General, Senior from Darla Moore School Of Business.

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Email format at Banc of California

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Banc of California

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Profile bio

About Matt B.

Going into my Junior year at the University of South Carolina's Darla Moore School of Business, I am beginning my career in Finance and Real Estate with the essential building blocks that will allow me to construct a successful career in these fields. In the past, I have worked at a country club, a Fortune 500 company, and have had a variety of other professional experiences that have helped shape my career. Over the past summer, I spent time working at Prestonwood Country Club, where I interacted with club guests in order to guarantee satisfaction. Additionally, I utilized Excel sheets to verify information on club members, was often responsible for solely managing the club's fitness center, and developed my personal skills by interacting and greeting members and guests on the day-to-day. Along with working at Prestonwood, I interned at Optum, a UnitedHealth Group company. This Fortune 500 company specializes in healthcare data analytics systems, insurance, and many other subjects. It was my pleasure to find mentorship during the program from Optum's VP of Automation, who acted as my team's supervisor for the duration of the program. This program taught me many lessons, such as how to work in a professional business environment, and how to utilize web applications to communicate with my team and supervisors, and greatly improved my presentation/ skills. Throughout the internship, my team and I developed a solution to COVID-19 medical supply chain issues, and presented it twice to a panel of Optum executives in "shark tanks." This opportunity immensely improved my presentation creation and my presentation skills, and I am very grateful for the opportunity I was given at Optum. As of now, I am searching for an internship-style role for the summer of 2022. I hope to develop mentorship and create strong connections in the field of finance this summer, so don't hesitate to reach out!

Current workplace

Matt B.'s current company

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Banc of California
Banc Of California
Portfolio Analyst
Chapel Hill, NC, US
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4 roles

Matt B. work experience

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Financial Representative Intern

Raleigh, North Carolina, United States

As a Financial Representative Intern At Northwestern Mutual I have spent time developing my business just like a full time representative. Immersing myself in client meetings, discussing and planning for risk management, investing, and retirement planning have been my day-to-day on the job. My favoriate aspect of the position is the opportunities for.

May 2023 - Oct 2023

Fitness Desk Attendant

Cary, North Carolina, United States

As a fitness desk attendant at Prestonwood Country Club, I was responsible for managing the fitness club, verifying the identity of club members through the JONAS software system, referencing Excel sheets to keep up with member information, practicing time management, and utilizing soft skills to communicate with members and guests daily in order to.

May 2022 - Aug 2022

Intern - Optum

I was a summer intern at Optum, a part of UnitedHeath Group, during the summer of 2020. During my internship I worked with my team to plan, conceptualize, and present a solution to a problem relating to COVID-19 data management and machine learning.

Jul 2020 - Aug 2020
5 education records

Matt B. education

Bachelor'S Of Science In Business Administration, Finance, General, Senior

Activities and Societies: Capstone Scholar Carolina Finance and Investment Association Carolina Fund University of South Carolina Club.

Education record

Academy Of Information Technology At Apex High School

The Academy of Information Technology is a information-technology based academy working out of Apex High School where I am learning.

Education record

Apex High School

Activities and Societies: Apex Varsity Baseball, National Honors Society, Academy of Information Technology, Honors List

FAQ

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What company does Matt B. work for?

Matt B. works for Banc of California.

What is Matt B.'s role at Banc of California?

Matt B. is listed as Portfolio Analyst at Banc of California.

Where is Matt B. based?

Matt B. is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Banc of California.

What companies has Matt B. worked for?

Matt B. has worked for Banc Of California, Northwestern Mutual, Prestonwood Country Club, and Optum.

How can I contact Matt B.?

You can use AeroLeads to view verified contact signals for Matt B. at Banc of California, including work email, phone, and LinkedIn data when available.

What schools did Matt B. attend?

Matt B. holds Bachelor'S Of Science In Business Administration, Finance, General, Senior from Darla Moore School Of Business.

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