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Suzanne Matthews is the Director of the Center for Financial and Economic Education at Westchester Community College, starting this position in May, 2011. She is responsible for developing and coordinating comprehensive financial education programs for students, faculty and the community at large in Westchester County. Prior to this, she was founder of Finance in Focus, a training and consulting firm dedicated to increasing knowledge and skills in the fields of personal finance and financial literacy. The goal of the firm’s training approach is to assist individuals to acquire lifelong financial fitness by gaining tools to make informed financial decisions. Ms Matthews’ experience includes over 25 years in financial services, working in corporate and investment banking at HSBC Securities and at Banc of America Securities, where she was a Managing Director. In these firms, she assisted a wide array of clients such as Fortune 500 companies, government entities and nonprofits to implement solutions for their global financing requirements, including capital raising and investments.Ms. Matthews has leveraged her financial knowledge and communication skills into educational programs to help people build wealth and achieve financial security. She has been involved in financial literacy education for over a decade. Serving on the Board of the Financial Women’s Association of New York from 2000-2006, she headed up the Financial Backpack program which conducted training seminars for high school students and young adults. She has designed and coordinated programs for the NYC public high schools, private schools, colleges, and community organizations. She has done consulting projects on financial education initiatives for several major nonprofit organizations and foundations.Ms. Matthews holds an M.B.A. in finance from Columbia University, an M.A. degree from the University of Wisconsin, and a B.A. and teaching certificate from the University of Michigan.Specialties: Training and educationProgram design and implementationInvestment products Banking servicesFinancial Management/Cash ManagementGlobal capital markets and mortgage marketsRelationship managementStrategic advisoryTeam building
Self-Employed
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Lead Coach And Assistant Director, Money Smart Financial Coaching ProgramSelf-Employed Jan 2023 - PresentNew York, United States
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PrincipalFinance In Focus Consulting 2007New York City
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Director Of The Center For Financial And Economic EducationWestchester Community College May 2011 - Jan 2023Valhalla, New YorkThe Center for Financial and Economic Education (CFEE) is dedicated to delivering a broad array of financial education programs to students, faculty and the community. The mission of the CFEE is to make financial education training more accessible to the campus community by offering courses and workshops and by creating new opportunities for financial learning for faculty and staff. Funded by the JPMorgan Foundation, the CFEE is a forward-thinking approach to personal finance education, and is an initiative that is unique among college campuses in the U.S. We not only focus on programs for the student population but also leverage partnerships with local organizations to provide thought leadership in the field of financial education.Prior to this position Suzanne Matthews was Founder of Finance in Focus, a consulting and training firm whose mission is to design and deliver educational programs for the workplace and community. Programs developed by the firm are geared to helping people become more skilled in managing their personal finances. -
Senior Vice PresidentHsbc Securities Sep 2002 - Dec 2006Corporate and Institutional Banking Group Senior Vice President & Team Leader,Government & Public Sector Led team responsible for relationship management and credit oversight for portfolio of clients, including U.S. government agencies, supranationals, sovereign governments and central banks. Coordinated the marketing and delivery of HSBC's banking and capital raising products to client base on a global basis. Assisted clients in meeting their international funding and treasury needs, including debt underwriting, interest rate hedging, capital-raising, foreign exchange, cash management and investments. -
Managing DirectorBanc Of America Securities Jan 1998 - Apr 2001Managed global relationships for the Bank’s Federal Government and Agency sector. Marketed and delivered investment banking and capital-raising services to private and public sector organizations, including U.S. government agencies, non-governmental organizations and 501(c)(3)’s. Managed financial performance of the portfolio, including budgeting, planning, and P&L responsibility. •Grew and enhanced the business, resulting in progressive annual growth in advisory and capital markets fees.•Executed innovative financing structures for clients’ capital expansion needs.•Advised clients at CEO and CFO level to help accomplish strategic financing transactions.
Suzanne Matthews Education Details
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Finance
Frequently Asked Questions about Suzanne Matthews
What company does Suzanne Matthews work for?
Suzanne Matthews works for Self-Employed
What is Suzanne Matthews's role at the current company?
Suzanne Matthews's current role is Lead Coach and Assistant Director, Money Smart Financial Coaching Program.
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What schools did Suzanne Matthews attend?
Suzanne Matthews attended Columbia Business School, University Of Michigan.
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