Matthew Lambros

Experience

• 

  Cambridge Security Seals

  May 2021 - Aug 2021

  Laser Operator

  - Independently operated a labeling & sealing station, maintaining, and packaging thousands of seals each day- Worked as a part of a team of four people to ensure that production quotas were met

• 

  Northwestern Mutual

  May 2022 - Aug 2022

  Financial Representative

  - Reviewed clients’ financial portfolios and provided financial strategies designed to achieve their long-term goals- Built and managed a client book by sourcing prospects, meeting with clients, and educating clients on products that would be best suited to their needs- Utilized proprietary software programs to produce materials for clients to effectively market the company’s financial products and strategies

• 

  HTx Services LLC

  Dec 2022 - Dec 2022

  Intern

  - Performed several ad-hoc projects reporting to the CFO/COO across cash and operational management business lines- Experienced evaluating a company’s finances and created competitive analysis models for different companies- Learned about the company’s purchasing and sales as well as the role they play in maintaining a balanced budget

• 

  Citi

  Dec 2023 - now

  Universal Banker

  - Assist clients with financial transactions and managing their assets including CD’s, transfers, etc.- Develop new and existing customers by understanding their financial needs, providing products, and solutions to help clients meet their goals