Matt Taylor CPA, MBA

Project Accountant at JBG SMITH
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Gaithersburg, Maryland, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Real Estate
    • 400 - 500 Employee
    • Project Accountant
      • Nov 2021 - Present

    • United States
    • Broadcast Media Production and Distribution
    • 700 & Above Employee
    • Internal Auditor
      • Jan 2020 - Nov 2021

    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Accountant
      • Dec 2018 - Jan 2020

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Graduate Student
      • Jul 2017 - Jan 2020

    • United States
    • Financial Services
    • 700 & Above Employee
    • Finance and Marketing Assistant
      • Oct 2016 - Sep 2017

      Communicate by phone with unaligned clients to review life insurance needs and schedule appointments for licensed financial advisors. Create and maintain spreadsheets with potential client data and complete and submit client files to Compliance for audit. Consistently meet or exceed targets for number of calls, appointments set, and client base growth. Exceeded target goals twice and received two bonuses through December 2016 while working part-time. Communicate by phone with unaligned clients to review life insurance needs and schedule appointments for licensed financial advisors. Create and maintain spreadsheets with potential client data and complete and submit client files to Compliance for audit. Consistently meet or exceed targets for number of calls, appointments set, and client base growth. Exceeded target goals twice and received two bonuses through December 2016 while working part-time.

    • United States
    • Manufacturing
    • 700 & Above Employee
    • Sales Representative
      • Jun 2016 - Aug 2016

      Made appointments for demonstrations and sold directly to customers in their homes. Exceeded sales targets during this summer position. Ranked in Top 10 nationwide for Summer 2016 and 2nd in local office. Made appointments for demonstrations and sold directly to customers in their homes. Exceeded sales targets during this summer position. Ranked in Top 10 nationwide for Summer 2016 and 2nd in local office.

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Wealth Management Intern
      • May 2015 - Aug 2015

      Supported financial planner in building wealth management practice. Obtained appointments for introductory financial planning sessions . Entered and maintained prospect data into the Salesforce database. Generated between 80 to 100 leads weekly, consistently exceeding call targets. Supported financial planner in building wealth management practice. Obtained appointments for introductory financial planning sessions . Entered and maintained prospect data into the Salesforce database. Generated between 80 to 100 leads weekly, consistently exceeding call targets.

Education

  • Keller Graduate School of Management of DeVry University
    Masters in Business with Accounting Concentration, Accounting and Business/Management
    2017 - 2018
  • Towson University
    Bachelor of Science (B.S.), Accounting
    2012 - 2017

Community

You need to have a working account to view this content. Click here to join now