Matthew Weekes, Cfa Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Calgary, Canada Area

Supported the analyst in providing research coverage for over 20 companies in a diversified set of Energy industry sub-sectors including Pipelines, Midstream, Fuels Distribution, Utilities, and Energy Services Provided timely, insightful research, including valuations and recommendations, to support institutional accounts and retail advisors in the investment decision making processWrote research reports in Microsoft Word, built and maintained financial models in Microsoft Excel, and compiled and analyzed data from Refinitiv, Bloomberg, company disclosures, and other sourcesParticipated in morning meetings, providing succinct summaries of our research for the benefit of sales and tradingMaintained contact with company executive and investor relations teams, participating in quarterly investor calls and other events

Calgary, Canada Area

Specialized in use of the Personal Financial Planning (PFP) software in the Calgary North branch, supporting advisors in building and presenting holistic financial plans to existing and prospective clientsUsed data gathered from clients, including financial information, questionnaires, and goals, to build comprehensive financial plans that complied with clients’ risk-return profiles and constraints Coached advisors in use of the PFP software, hosting regular one-on-one as well as group training sessions

Calgary Main Branch

Fulfilled immediate needs of clients quickly and accurately, while attempting to resolve complex issues at first point of contact, escalating only when necessaryExercised due diligence in all transactions, complying with anti-money laundering and anti-terrorist financing regulations and know your client obligationsDelivered exceptional client experience and contributed to branch sales by recommending products and services to clients to best suit their needs

525 8Th Avenue Sw Calgary, Ab

Oversaw administration of accounts and provided high quality of client service expected from a high-performance wealth management team at the Girard Thomson Investment GroupDemonstrated duty of care and discretion when dealing with confidential and sensitive informationBoosted efficiency by completing most of my work independent of formal training or direction, communicating with supervisors only when necessaryEnsured accuracy and compliance when managing documentation

4860 35Th Street Se Calgary, Ab

Ensured that accounts receivable could be collected by tracking, organizing, and verifying accuracy of purchase orders and invoices, while ensuring compliance and quality control prior to invoices leaving the office

Bachelor'S Degree, International Business

Peter B. Gustavson School of Business Educated in key business concepts, showing strong understanding in Finance (A+), Investments (A).

High School