Matthew Bik, MBA

Financial Operations Associate at Certior Financial Group, LLC
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

  • Certior Financial Group, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Operations Associate
      • Nov 2021 - Present

      King of Prussia, Pennsylvania, United States

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Onboarding Assoc Analyst II
      • Aug 2019 - Feb 2020

      New Castle, Delaware

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Compliance Analyst
      • May 2018 - Aug 2019

      Newark, DE

  • Wilmington Trust
    • United States
    • Financial Services
    • 700 & Above Employee
    • Account Opening Specialist
      • Sep 2014 - Nov 2017

  • WSFS Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Operations Loan Clerk
      • May 2013 - May 2014

      Wilmington, DE

  • Waddell & Reed
    • Finance Intern
      • Feb 2013 - May 2013

      Wilmington, DE -Learned the concept of financial planning in order to understand how to help people with their finances and to maintain a well-balanced relationship with the client. -Assisted the Financial Advisory Staff in any projects that they needed work on or helping fill out paperwork for their clients -Received Client requests

Education

  • Goldey-Beacom College
    Master of Business Administration (MBA), Business Administration and Management, General
    2013 - 2015
  • Goldey-Beacom College
    Bachelor's degree, Business Administration and Management, General
    2009 - 2013

Community

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