
Matthew R.
Financial Advisor

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About me
Network Engineer with experience in finance, hospitality and sales.
Education

Northeastern University
2005 - 2009Bachelor's degree Finance, GeneralActivities and Societies: Beta Gamma Sigma - Honor Society for top 10% of business students Graduated Summa Cum Laude Dean’s list 2005, 2006, 2007, 2008, 2009

Cornell University
-Certificate Food and Beverage ManagementThis program focuses on key concepts, strategies, and practical skills necessary for managing, owning, and operating a successful restaurant, bar, and other food and beverage businesses.The focus is on developing the ability to manage a business’s finances and key operational functions like menu design, income statement analysis, pricing, margin analysis, supply chain management, guest service processes, and employee engagement and performance.
Experience

Janney Montgomery Scott LLC
Sept 2009 - Dec 2013Financial Advisor• Obtained FINRA Series 7 and 66 licenses in addition to NJ Life and Health Insurance, and Chartered Retirement Planning Counselor certifications.• Promoted and enhanced communication with clients by determining financial needs and recommending appropriate asset allocation and investment strategies.• Controlled and conducted quarterly portfolio reviews to examine performance status, ensure consistency with clients’ goals, and administer necessary portfolio adjustments.• Assisted with marketing initiatives including client events, print ads, monthly newsletter, and company website.• Charted collaborative efforts and synchronized cross-functional alliances between tax attorneys, accountants, and financial planners to address complex client financial needs and objectives.• Leveraged existing client relationships, local network, and investment experience to cultivate and generate new clients. • Combined extensive knowledge of traditional and alternative investments with wealth planning and banking services to optimize client service and cross-marketing opportunities. Show less

Pisa Pizzeria and Bar
Jan 2014 - Jun 2017Manager• Directed and orchestrated daily operations of bar and restaurant including staffing, scheduling, payroll, inventory, and service procedures.• Conceptualized, designed, and implemented floorplan and layout for optimal efficiency to maximize sales per square foot.• Oversaw, trained, and motivated staff in all aspects of service standards, conduct, and sales strategy.• Delivered exceptional customer service and resolved customer disputes and staff conflicts in professional and timely manner.• Established and bolstered strong professional relationships with suppliers, customers, and contractors through collaboration, negotiation, effective communication, and mutually beneficial conflict resolution. • Devised, reorganized, and streamlined the food and beverage menu to support optimum food cost percentage and boost profitable offerings while maintaining P&L cost of goods sold targets and forecasts. • Tracked and ordered ingredients, liquor, and supplies for bar and kitchen; Audited inventory, spearheaded and implemented inventory control procedures to prevent internal theft. Show less

The Ritz-Carlton Hotel Company, L.L.C.
Nov 2018 - Sept 2020Outdoor Dining Operations Supervisor• Supervise day-to-day operations, ensuring that service standards are followed to promote exceptional guest experience• Assist management in hiring, training, evaluating, disciplining, motivating and coaching employees• Schedule team of 25+ employees and control staffing levels according to Carpedia standards to ensure that guest service, operational needs and financial objectives are met. • Monitor dining room for seating availability, service, safety, and well being of guests. • Celebrate successes and publicly recognize the contributions of team members. • Emphasize guest satisfaction during all departmental meetings and focus on continuous improvement. • Maintain confidentiality of proprietary information and protect company assets. • Attend daily departmental meetings and lead line-ups as needed to communicate all information to appropriate hotel colleagues in an accurate and timely manner. Show less

Comcast Business
May 2022 - Mar 2024• Responsible for addressing business customer questions and concerns, collaborating with Managed Service Providers, teleworkers, and business owners• Troubleshoot managed devices including modems (broadband and ceullular), firewalls, switches, wireless access points, and voip phones• Utilize Remote Desktop (RDP) and cloud based interfaces such as Cisco Meraki, FortiManager and NetCloud when working with managed devices (Fortigate and FortiExtenders, Cradlepoint cellular modems, Meraki switches, firewalls, and access points)• Configure modems per requests including DHCP, NAT, Firewall, Wi-Fi, and static IP settings• Schedule field technician site visits when additional on-site work is required, (modem hardware concerns, tag and locate requests, line checks)• Document inbound customer calls in ticketing system including steps taken to reach resolution and any escalations that may have been submitted• Connect customers with appropriate departments when additional teams are needed to assist (billing, residential, fiber tech support, etc.) Show less
Network Engineer, Managed Services - Enterprise Activation Center
May 2023 - Mar 2024Tech 1, NOC - Enterprise Service Assurance
May 2022 - May 2023

Westmoreland Mining LLC
Mar 2024 - nowNetwork Engineer
Licenses & Certifications

CompTIA Network+
CompTIAJan 2022
CompTIA Security+
CompTIAJan 2022
CompTIA A+
CompTIADec 2021- View certificate

Cisco Certified Network Associate (CCNA)
CiscoMar 2022
Languages
- spSpanish
- poPortuguese
- enEnglish
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