Matthew Rothstein Email & Phone Number

Miami, FL, US

Miami, Florida, United States

Coral Gables, Florida, United States

- Managing a team of first semester analysts covering the healthcare sector. - Delivering a sector update and stock pitch to entire investment fund. - Correct the analysts’ equity research reports which include a DCF, direct, and indirect valuation of potential stock targets for the fund.

Coral Gables, Florida, United States

- Wrote a detailed equity analysis which included direct valuation, indirect valuation and discounted cash flow analysis. - Part of a team managing a portfolio with over one million dollars in assets.

Farmingdale, New York, United States

• Formed my own financial advising practice, and acquired clients who were looking for experts to manage their money.
• Called hundreds of people and inquired about their financial needs and secured initial meetings.
• Worked with senior wealth managers and certified financial planners on creating financial plans for our potentialclients.
• Ran meetings with potential clients about the importance of asset management and informed them about the benefits of financial planning.

East Norwich, New York, United States

Carrier of peoples golf clubs and did anything necessary to ensure the round of golf was enjoyable, efficient and successful for the players. Also, learned crucial communication skills by talking to successful people. Developed successful methods to gain the most profit for myself and for the country club.

Jericho, New York, United States

Head of the referee program and made a schedule each week on excel to assign specific refs to specific games. Would frequently call referees and coaches to assure a ref was at each field and the games were running smoothly.