Matthew Gilbert Email & Phone Number

Atlanta, Georgia, United States

Atlanta Metropolitan Area

-Enhance and streamline daily operational processes for $48 billion portfolio through implementation of VBA and advanced excel models-Ensure settlement of daily trades of $17 billion through relationship development with brokers and custodian-Assist Portfolio Manager with analysis and review of credit data and exposure limits of counterparties

Kennesaw, Georgia, United States

-Perform qualitative and quantitative research on relative markets-Create clear and useful reports and recommendations for organizational use-Keep up-to-date knowledge of targeted markets for research and organizational needs

-Assist analysts and guide them in creation of equity reports for the fund-Research macro-economic trends and incorporate applicable data to forecast growth segments for multiple industries-Reviewed equity pitches and assessed claim validity to create a diversified portfolio of holdings

-Providing quality service to each and every customer.-Used teamwork to maintain the cleanliness and integrity of the restaurant.-Developed sales, customer service, and time management skills through everyday tasks

Alpharetta, Georgia, United States

-Develops new investment ideas through research and due diligence.-Analyzes up-to-date information of the industry and related markets being researched.-Compiles and analyze data using Excel

Tampa, Florida, United States

-Sold pest control services door to door on a sixty hour per week schedule.-Learned to quickly qualify prospects, push through objections and smoke screens, and develop relationships to build the customer base.-Developed a strong work ethic and self-motivation skills through long hours and tough environments.