As an intern at Barnum Financial Group I bring my creativity and curiosity to the work that I do, connecting people, exchanging knowledge, and sharing ideas. With my combination of work experience, professionalism and team I can help you obtain financial wellness. I am dedicated to providing you with a new level of attention, insight and capability. I have pursued a position that encourages my initiative, demands my collaboration, and provides continuing education so that I can provide you with the knowledge and guidance you need.I love meeting new people, building lasting relationships and helping people achieve financial wellness. One thing I am passionate about is being part of a team. One of my favorite hobbies is playing golf, where I first learned how to be a part of a team and what it means to build relationships. By being part of such an amazing team and culture here at MassMutual Tri State, I am able to offer a wide variety of products and services to help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for financial security, I offer you a new level of attention, insight and capability. Contact me to discuss your financial future. CRN202408-747669
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Co-FounderSyneticaiNew York, Ny, Us -
Financial Services Team AssociateBarnum Financial Group Jun 2024 - PresentIselin, New Jersey, United States -
Finance & Accounting InternStanton Ridge Golf & Country Club May 2023 - Aug 2023Whitehouse Station, New Jersey, United States• Conducted financial analyses, including variance analysis, trend analysis, and cost-benefit analysis, to identify and implement cost-saving opportunities and reduce operating expenses • Prepared monthly financial statements, including balance sheets and income statements, to provide accurate financial insight to management• Assisted in managing payroll functions, including timesheet verification, ensuring compliance with labor laws and accurate payroll processing for over 50 employees• Enhanced financial reporting process by automating data collection and analysis using Excel -
Manager Of DeliveriesLowe'S Companies, Inc. May 2022 - Aug 2022Flemington, New Jersey, United States• Facilitated and oversaw the delivery of over 1 million dollars worth of inventory per month• Coordinated with the sales, fulfillment, and delivery teams to produce a seamless operation for both the employees and the customers• Communicated with and assisted customers and associated businesses on specific order, operational, and supply chain inquiries• Arranged a new backend organization system and delegated tasks in order to optimize employee attention -
Teaching AssistantOr Chadash, Hunterdon County, New Jersey Sep 2017 - May 2021Flemington, New Jersey, United States• Supervised children ranging from the ages of 8-14 and facilitated classroom activities such as learning Hebrew and Jewish history• Tutored children after hours who needed extra help learning Hebrew and used my situational experience to develop confidence in the student’s mindset • Organized project-based learning environments for students to hone their problem-solving skills and have a creative outlet
Matthew Lifshitz Education Details
Frequently Asked Questions about Matthew Lifshitz
What company does Matthew Lifshitz work for?
Matthew Lifshitz works for Syneticai
What is Matthew Lifshitz's role at the current company?
Matthew Lifshitz's current role is Co-Founder.
What schools did Matthew Lifshitz attend?
Matthew Lifshitz attended University Of Miami Herbert Business School, Universidad Nebrija.
Who are Matthew Lifshitz's colleagues?
Matthew Lifshitz's colleagues are Daniel Guerra, Madeleine Flannery, Jorge Garriga, Kellen Hardy, Nora Bucsek, Liam Mcgann, Robert Labulis.
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