Matthew Testa is a skilled professional, working in Jll main office of which is in 226. on the position of Asset Management Analyst since 2019. This person has earned professional experience in more than five positions at different companies. Matthew Testa went to the University of Nebraska at Kearney and got education from 2016 to 2018. Matthew Testa has such professional qualifications as Series 65 License. Chicago, Illinois is the city, where this person was lastly known to settle. Matthew Testa's email address and number are easily accessed through this website by request.
Name variants:
Mathew Testa,
Matthieu Testa,
Matt Testa,
Mat Testa,
Matty Testa,
Mattie Testa
Last updated Jun 07, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Advisor
2212 east Moreland Blvd SUITE 200, Waukesha, WI 53186
Cultivated and owned key client accounts, fostering business relationships and developing rapport while delivering financial planning solutions, significantly improving financial portfolios...
2018 — 2019
Accounting Intern
Kearney, NE
Developed monthly financial statements and account closing procedures while executing bank reconciliations, record-keeping, and detailed journal entries.
Drastically evaluated, identified,...
Oct 2017 — Apr 2018
Leasing Consultant
1333 north Kingsbury St #301, Chicago, IL 60610
Highly motivated team player with strong communication skills provided exceptional sales and high quality service to prospects and current residents in fast-paced environment
Maintained a ...
May 2017 — Aug 2017
Seasonal Office Assistant
Accurately executed administrative functions while conducting accounting tasks including accounts payable (A/P), accounts receivable (A/R), and scheduling within regulatory standards.
Work...
from 2014
Education
2016 — 2018
2014 — 2016
2009 — 2013
Occupations
Management Analyst
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
IT Professional
SalesForce Administrator
Executive
Chief Administrative Officer
Analysts
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Database Administration Professional
Database Administrator
Chief Executive
Skills
Microsoft Office
Time Management
Customer Service
Leadership
Teamwork
Public Speaking
Data Analysis
Sales
Research
Communication
Client Portfolio Development
Financial Analysis
Account Management
Strategic Planning
Budget Management
Finance
Accounting
Financial Reporting
Financial Planning
Investment Advisory
Coaching
Team Building
Executive Management
Planning
Risk Management
Relationship Management
Cross Functional Team Development
Business Strategy
Solution Selling
Investment Management
New Employee Training
Training and Development
Portfolio Management
Asset Management
Team Development
Asset Allocation
Capital Markets
Alternative Investments
Mutual Funds
401 Retirement Savings Plans
Private Equity
Competitive Analysis
Industry Analysis
Financial Modeling
Salesforce
Riskalyze
Crm
Value Propositions
Marketing
Social Media
FAQs about Matthew Testa
What is the main profession of Matthew Testa?
This professional's job is Asset Management Analyst
What are the main profession of The expert?
These person's professions are Management Analyst
Where is Matthew Testa currently located?
Matthew is located in Chicago, Illinois.
What is the professional's email?
The expert's email is jh**@aim.com.
How many companies did Matthew Testa work at?
Matthew Testa worked at five jobs.
What education does Matthew Testa have?
Matthew studied at the University of Nebraska at Kearney from 2016 to 2018.
Are there any professional certifications Matthew Testa has?
Matthew Testa received the following certifications: Series 65 License.
Are there any special industries Matthew Testa is connected to?
This professional works in Financial Services industry.