Matthew D. Appelbaum, CFA

Head Cabana Attendant

Nashville, Tennessee, United States

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Timeline
About me
AVP | Fixed Income Product Management at AllianceBernstein
Education
- Towson University
  2011 - 2015
  Bachelor of Science (B.S.) Finance
  Activities and Societies: Towson University Investment Group
Experience
- Catalina Beach Club
  May 2008 - Jul 2015
  Head Cabana Attendant
- Blue Point Investment Management
  Jan 2015 - May 2015
  Equity Research Intern
  Conducting in-depth equity research to come up with research reports. Using SEC filings, annual reports, and other sources of information to write weekly company analysis reports on designated companies. Attending weekly meetings to discuss and evaluate company analysis reports.
- Bernstein Private Wealth Management
  Jul 2015 - Nov 2021
  - Senior Associate
    Oct 2018 - Nov 2021
  - Associate
    Jan 2017 - Sept 2018
  - Coordinator
    Jul 2015 - Dec 2016
- AllianceBernstein
  Nov 2021 - now
  Fixed Income Product Manager
Licenses & Certifications
- Series 7 - General Securities Representative Examination
  FINRA
  Dec 2016
- Chartered Financial Analyst® (CFA) Charterholder
  CFA Institute
  Aug 2021
- Bloomberg Essentials (BESS), Equity
  Bloomberg
  Feb 2014
- Bloomberg Essentials (BESS), Fixed Income
  Bloomberg
  Feb 2014
- Series 63 - Uniform Securities Agent State Law Examination
  FINRA
  Feb 2017
- SIE - Securities Industry Essentials Examination
  FINRA
  Oct 2018
Honors & Awards
- Awarded to Matthew D. Appelbaum, CFA
  Winner of the CFA Institute Research Challenge hosted by Baltimore, MD/Washington D.C. 2015 CFA Institute Feb 2015 The CFA Institute Research Challenge is a global competition which tests the analytic, valuation, report writing, and presentation skills of university students.