Alexander Matacchiero

Experience

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  University of Florida

  Nov 2013 - Apr 2015

  Annual Giving Department, Student Assistant

  Assisted directors and supervisors on annual giving operations for the University of Florida, Florida Fund. Focusing on research data, analyze financial donation data of alumni donors utilizing Excel and Advance software. Organize annual giving data from alumni into CRM databases. Communicate and maintained critical relations with UF donors through email correspondence on a daily basis. Managed two separate social media profiles for fundraising campaigns resulting in over a 1000% increase in media activity. Successfully conducted a marketing project to over 8000 UF graduating seniors. Improved alumni relations through fulfilling information requests. Coordinated field promotions to establish relationships with students with regard to fundraising. Worked in mail suite to create and package mail campaigns to alumni. Investigate alumni profiles to determine which specific mailing campaign should be delivered to the donor. Show less

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  Realty Capital Securities

  Jun 2014 - Aug 2014

  Intern

  Summer internship in the center of the Boston financial district. Shadowed internal wholesalers for financial products including non-traded real estate investment trusts. Developed new business opportunities by prospecting advisors and updating them on product news in compliance with FINRA regulations. Worked closely with the Vice President on attaining investments for exclusive funds for the top 100 advisors. Created and developed schedules for executive management to conduct webinars and calls to advisors. Finished as the top caller among over 100+ experienced wholesalers. Hit all assigned attendance quotas for webinars, dine-arounds, and conventions. Show less

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  Capital Consultants Wealth Management

  Oct 2015 - Mar 2016

  Sales Assistant

  Worked with financial planning company assisting in sales, administrative, research, and marketing responsibilities. Organized and developed new CRM databases for all clients and potential clients, utilizing RedTail software. Created referral generation through email correspondence and inquiries. Prospected and attended client appointments to provide individually specific financial services. Engaged in partnerships with local professionals as a source of lead generation and mutual helpfulness. Assisted President in financial product strategy solutions in conjunction with market research. Expedite all operations using LaserApp software in order to comply with SEC and FINRA regulations. Shadowed President on personal client meetings. Show less

• 

  Raymond James

  Mar 2016 - now

  Product owner of Portfolio Select UMA platform with over $6 billion in AUM. Lead product development and forecasting meetings. Spearhead financial technology projects throughout entire completion cycle for the Asset Management Services division. Direct and collaborate with software development teams to create programs and tools for clients, advisors, and home office users. Conduct enterprise risk assessments for over 600,000 accounts to identify risk misalignment with their selected managed products. Drive meaningful changes for current library of products. Work with compliance, risk, legal, communications, marketing, sales, and trading teams for cross-functional collaboration. Present new products and enhancements to executive leadership across different departments. Adhere to new SEC regulations and adjusting services to remain in accordance. Show less Product development and business strategy for financial technology applications for Asset Management Services. While adhering to industry and regulatory standards, produce and advance our Portfolio Select UMA trading platform for thousands of financial advisors and their clients. Initiate strategic enterprise efforts to provide tax optimization overlays for our managed account base. Created new functional business requirement documents for brand new product allowing outside trading in managed accounts. Experience in UAT and QA integration testing and providing detailed solutions for bug fixes. Daily duties include leading meetings, creating BRD's, collaborating with developers, enhancing existing fintech applications. Show less Rebalance and trade money movements for higher net worth client accounts. Trade on model updates daily which include multi-million dollar block trades simultaneously acrossthousands of accounts. Perform daily reports for manager drift, untagged lots, and assuring models are in line with their stated allocations. Trade on individual client accounts for money movements, new accounts, objective changes, tax harvesting, and full liquidations. Correct and review errors made by other departments as well as financial advisors Show less Personally execute trades and allocate over $100 million in mutual funds, stocks, derivatives, and UIT’s weekly. Conduct portfolio reviews for asset mixes, restrictions, and cash quantities for portfolio managers. Process equity and fixed income step-out trades from both inside and outside money managers. Monitor capital additions and withdrawals to ensure accounts are in line with strategic models. Conduct and coordinate TBA swaps. Working with our domestic clearance department, handle trade discrepancies and reconciliation. Extensive knowledge of SIS, APL, RUMBA, MarketQ, and various financial software programs. Show less

  • Manager, AMS Platforms & Services

    Apr 2023 - now

  • Senior Project Consultant

    Dec 2021 - Mar 2023

  • UMA/Model Delivery Trading, Portfolio Reviewer II

    Mar 2019 - Dec 2021

  • Mutual Fund/ETF Trading, Portfolio Reviewer I

    Apr 2017 - Mar 2019

  • SMA Trading Associate

    Mar 2016 - Apr 2017