Matt Rottman is a high-level expert, who works in Bmo Financial Group on the position of Associate Portfolio Manager from 2016. This person has earned professional experience in more than four positions at different companies. Matt Rottman went to the Depaul University - Charles H. Kellstadt Graduate School of Business and was studying there from 2018 to 2020. Chicago, Illinois is the area, where this expert was lastly known to settle. Matt Rottman's phone and email are easily accessed through this website by request.
Name variants:
Matthew Rottman,
Matthias Rottman
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ma**@hotmail.com
Location
Chicago, IL
Company
Bmo Financial Group
Workplace
Associate Portfolio Manager
Work History
Associate Portfolio Manager
Supports $1 billion portfolio of high net worth clients with 450+ accounts.
Assist with portfolio updates, client investment reviews and client relationship reviews.
Develop complex indiv...
May 2016 — Jun 2019
Finance Senior Analyst
700 Anderson Hill Rd, Purchase, NY 10577
Develop and maintain customer annual plans, periodic forecasts, and close balances to deliver efficient growth across a portfolio of $110M in sales.
Collaborate with sales team to optimize...
from Jun 2019
Analyst
20 north Wacker Dr SUITE 2110, Chicago, IL 60606
Oct 2014 — Feb 2016
Financial Analyst, Mergers and Acquisitions
10 south Wacker Dr SUITE 3375, Chicago, IL 60606
Kaufman Hall is an independent consulting firm that offers integrated strategic, capital, and financial advisory services and software tools to healthcare organizations of all types and siz...
Feb 2013 — Jul 2014
Education
Occupations
Senior Analyst
Financial Broker
Portfolio Manager
Supporting Member
Analyst
Analysts
Investment Analyst
Financial Analyst
Team Member
Skills
Financial Analysis
Valuation
Financial Modeling
Equities
Bloomberg
Corporate Finance
Options
Microsoft Excel
Equity Research
Finance
Microsoft Office
Mergers and Acquisitions
Excel
Word
Microsoft Word
Traders
Hedge Funds
Derivatives
Trading
Fixed Income
Investment Banking
Investment Portfolios
Variance Analysis
Investment Management
Portfolio Management
Portfolio Analysis
Stocks
Microsoft Powerpoint