Matthew Daza

Experience

• 

  Permasteelisa North America Corp.

  May 2015 - Sept 2015

  Quality Control Intern

  • Reviewed bi-weekly orders and analyzed company purchasing trends • Utilized Excel to prepare weekly budget updates specific to individual projects• Developed the ability to work in a fast paced environment meeting deadlines for multiple projects

• 

  The University of Connecticut Foundation, Inc.

  Sept 2016 - Jan 2017

  Biographical Data Research Assistant

  • Assisted Research Staff with Biographical updates and Research Projects using the Millennial Database• Assisted Prospect and Biographical Data Coordinator within Advancement Unit Services

• 

  Foresters Financial Services

  Jun 2017 - Sept 2017

  Financial Representative Intern

  • Observe in training classes and attend weekly meetings regarding various financial concepts and reinforce the material through out of the office work• Lead a mock client project throughout the course of the program and present the case to senior representatives and management

• 

  Symmetry Partners, LLC

  Sept 2017 - Sept 2018

  Portfolio Analyst Intern

  • Assist Financial Advisors with client needs and requests• Perform Portfolio Analysis for clients using MorningStar • Conduct research of various funds and competing companies to assist in the company's Mutual Fund Launch• Gained knowledge of Financial Services industries, Strategic Consulting, and Asset Management

• 

  Foundation Source

  Feb 2019 - now

  • Lead Associate

    Feb 2023 - now

  • Senior Financial Analyst

    Jun 2021 - Feb 2023

  • Financial Analyst

    Feb 2019 - Jun 2021