Matthew Jones

Experience

• 

  American Modular

  Jun 2013 - Aug 2019

  Employee

  - Installed modular trailers and decks at businesses and schools- Prepared trailers for ADA inspection - Oversaw job sites and projects

• 

  Markdowons Office Furniture

  May 2017 - Aug 2017

  Assistant Warehouse Manager

  Assisting in inventory management and quality control of furniture. Inventory and shipping responsibilities

• 

  QGenda

  Jun 2018 - Jul 2018

  Intern

  Interned with the Accounting Department at the Qgenda location in Sparks, Maryland. Duties included logging, sending and tracking customer invoices. Managed accounts receivable database. Deposited checks and assisted in office management.

• 

  T. Rowe Price

  Jun 2019 - Aug 2019

  Intern with Private Asset Management Team

  I worked with the investment liaisons to help assist the portfolio managers. I would help maintain, organize, and retrieve files and data regarding client portfolios. A project I completed involved creating macros to streamline the new client on-boarding process. I worked with and utilized T. Rowe Price systems to examine client portfolio valuations and to adjust funds in client accounts. I helped the investment liaisons track and record client RMDs on a daily basis.

• 

  Janney Montgomery Scott LLC

  Feb 2020 - Sept 2020

  Intern

  I gathered financial information from clients via phone and email. I would then input that information into NaviPlan for further analysis. I would use that information to generate reports and draw conclusions about whether or not client's were on track to meet their retirement goals. I would then work with advisors to create a comprehensive retirement plan and send tailored analysis out to clients.