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Matthew Lubben

Vice President

1000 followers

Baltimore, Maryland, United States

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Connect with Matthew Lubben to Send Message

Timeline
About me
Customer Experience | Operational Efficiencies | Vendor Management
Education
- River Dell Regional High School
  -
- Susquehanna University
  -
  BA Economics
  Activities and Societies: Economics Club Theta Chi Fraternity
Experience
- T Rowe Price
  Jan 2008 - Jan 2015
  Vice President
  Manage Baltimore-based staff of 10 associates responsible for the oversight of trade confirmation and settlements processing, supporting the equity, fixed income and FX trading desks. Work directly with investment staff, brokers, custodian banks, accounting agents and internal operational groups to design, implement and execute effective and fluid processes to establish timely settlement of security trades.
- BNY Mellon
  Jan 2015 - Jan 2018
  Vice President
  Senior Operations Manager for BNY Mellon Middle Office Client Service Delivery, overseeing day to day operations for global trading and migration of T. Rowe Price. The team is responsible for ensuring global trade communications, encompassing the timely confirmation and settlement of Fixed Income, Equity, FX and Derivative Products. The team is also responsible for managing the derivative exposure to various counterparties by responding to calls for collateral.
- T. Rowe Price
  Jan 2018 - Jan 2022
  Vice President
  Client Account Services
- Radcliffe Jewelers | The 1916 Company
  Jan 2022 - now
  After Sales Service Liaison
Licenses & Certifications
- Series 24
  FINRA
  Jun 2019
- Series 7
  FINRA (Financial Industry Regulatory Authority)
  Aug 2018
- Lean Six Sigma Yellow Belt (ICYB)
  T. Rowe Price
  Nov 2010

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