Matthew Putman Email & Phone Number

Torrance, California, United States

Irvine

Torrance, California

• Manage $30M in client assets over 20 portfolios contributing to year over year consistent growth
• Establish client relationships with partnering tax management firm to increase AUM by over $8M
• Successfully completed an economic overview and forecast project to develop a firm macro model
• Created an asset allocation model by importing historical data into Excel and forecasting sector returns
• Perform fundamental and technical analysis of securities and present potential investment ideas to the portfolio manager with the focus of generating alpha and minimizing systemic risk
• Review current and potential client portfolios by constructing hypothetical models using Morningstar to compare against firm models in order to recommend adjustments that better fit the client investment plan

Western States

• Western States Hockey League Jr. A Tier II Los Angeles Kings High School Hockey LeagueAmerican Collegiate Hockey League Anaheim Ducks High School Hockey LeagueUSA Hockey (U6-U18, Adult)
• Communicate with coaches and players quickly in high pressure situations
• Continual off-ice study of rule application, interpretation, and analysis of penalty calls
• Write incident and supplemental discipline reports to the local and national governing bodies
• Self-schedule games across five scheduling systems and commute across the country on time
• Train and mentor younger officials to improve the calling standard across the association

Torrance, California

• Screened telephone calls and made arrangements for client meetings
• Performed bookkeeping and organized client books using QuickBooks
• Assisted in client billing, creating invoices and spreadsheets
• Constructed a social media marketing campaign by using Hootsuite and creating company film
• Created presentations and materials for prospective client meetings