Matthew Benedict, FPQP™, RICP®

Operations Associate at Capital Planning Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
East Greenville, Pennsylvania, United States, US
Languages
  • Japanese (JLPT Level N3) Limited working proficiency

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Credentials

  • FPQP™
    College for Financial Planning
    Oct, 2019
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Associate
      • Nov 2021 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Wealth Planner
      • Jan 2017 - Oct 2021

    • Business Intern
      • May 2016 - Jun 2016

      During this 6 week business internship I worked under the business manager and facilities coordinator for Christian Academy in Japan, a private international K-12 school equipping students to serve Japan and the world for Christ. Activities I was involved in: creating a new cafeteria floor installation plan, writing a campus reconstruction long-term strategic plan, studying the school's annual audit report (in Japanese), and supervising preparations for end of year events. Among the various roles I filled on campus I learned about (1) how the physical assets of an organization relate to its operations and (2) the importance of building and maintaining good interdepartmental relationships. Show less

Education

  • Cairn University
    B.S. in Business Administration
    2013 - 2016

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