Experience

Refundo

• Technology, Information and Media
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2023 - Present

  Refundo is not just a company; we are a driving force in the evolution of financial technology. Our dedicated team, fueled by passion and expertise, is committed to delivering unparalleled services that go beyond the ordinary. From fintech solutions that redefine convenience to taxation services that streamline financial processes, we are your trusted partner on the journey to financial success.Refundo is not just a company; we are a driving force in the evolution of financial technology. Our… Show more Refundo is not just a company; we are a driving force in the evolution of financial technology. Our dedicated team, fueled by passion and expertise, is committed to delivering unparalleled services that go beyond the ordinary. From fintech solutions that redefine convenience to taxation services that streamline financial processes, we are your trusted partner on the journey to financial success.Refundo is not just a company; we are a driving force in the evolution of financial technology. Our dedicated team, fueled by passion and expertise, is committed to delivering unparalleled services that go beyond the ordinary. From fintech solutions that redefine convenience to taxation services that streamline financial processes, we are your trusted partner on the journey to financial success. Show less Refundo is not just a company; we are a driving force in the evolution of financial technology. Our dedicated team, fueled by passion and expertise, is committed to delivering unparalleled services that go beyond the ordinary. From fintech solutions that redefine convenience to taxation services that streamline financial processes, we are your trusted partner on the journey to financial success.Refundo is not just a company; we are a driving force in the evolution of financial technology. Our… Show more Refundo is not just a company; we are a driving force in the evolution of financial technology. Our dedicated team, fueled by passion and expertise, is committed to delivering unparalleled services that go beyond the ordinary. From fintech solutions that redefine convenience to taxation services that streamline financial processes, we are your trusted partner on the journey to financial success.Refundo is not just a company; we are a driving force in the evolution of financial technology. Our dedicated team, fueled by passion and expertise, is committed to delivering unparalleled services that go beyond the ordinary. From fintech solutions that redefine convenience to taxation services that streamline financial processes, we are your trusted partner on the journey to financial success. Show less


Jeffrey Matthews Financial Group
• United States
• Financial Services
• 1 - 100 Employee
• Financial Consultant

  • Jul 2023 - Aug 2023


ICARO™ Media Group

• United States
• Software Development
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2021 - Jun 2023

  Seasoned financial executive with extensive wall street controllership experience, turned C-Suite executive in the TMT sector. Strategic business partner and expert in organizational and process efficiency. Demonstrated ability to strengthen and streamline business operations to maximize performance.

• Comptroller

  • Jan 2021 - Sep 2021



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Executive Director, Wealth Management Investment Solutions Group

  • Sep 2018 - Dec 2020

  Leading the Wealth Management (WM) Financial Controllers group, responsible for supporting the Fee based and Trading businesses. Businesses include: Alternative Investments, Consulting Group (Advisory Business), Insurance and Annuities, Mutual Funds, ETF’s, Securities Lending, and Capital Markets Trading Desk.

• Vice President, Wealth Management Private Banking Group

  • Jun 2016 - Sep 2018

  Managed team responsible for supporting the Wealth Management Private Bank. Businesses included Tailored Lending, Residential Mortgages, Global Currency, Available for Sale, and Held to Maturity Trading Desks.

• Vice President, Wealth Management Fixed Income Control Group

  • Jul 2006 - Jun 2016

  Managed controllers team responsible for supporting the Global Wealth Management Fixed Income Trading desk which encompassed Interest Sensitive, Credit Sensitive, Municipal and Metals products.

• Associate, Institutional Securities Fixed Income Controllers Group

  • Apr 2004 - Jul 2006


WestLB
• Banking
• 200 - 300 Employee
• Finance Group Manager

  • Apr 2002 - Apr 2004

Merril Lynch Inc
• United States
• Financial Services
• 100 - 200 Employee
• Associate

  • Jun 2000 - Apr 2002