Matthew Krucko-Moeller, M.S

Securities Report Analyst at Caldwell Securities Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

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Credentials

  • Canadian Securities Course
    Canadian Securities Institute
    Apr, 2023
    - Oct, 2024

Experience

  • Caldwell Securities Ltd.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Securities Report Analyst
      • Oct 2022 - Present

      • conducted various financial analysis for managed account performance and risk measurement • responsible for dynamic and tactical asset allocation strategy implementations, monitoring restrictions and create new efficient processes to streamline business profitability • creating custom securities reports on fundamental analysis for prospective equity investments • conducted various financial analysis for managed account performance and risk measurement • responsible for dynamic and tactical asset allocation strategy implementations, monitoring restrictions and create new efficient processes to streamline business profitability • creating custom securities reports on fundamental analysis for prospective equity investments

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2022 - Oct 2022

      • Utilizing knowledge of financial markets, borrowing techniques and insurance products to help clients achieve their long- and short-term financial goals • Demonstrating exceptional knowledge of volatility, inflation, and interest rate patterns to provide investment and borrowing recommendations • Analyzing client accounts to provide successful long term financial planning • Utilizing knowledge of financial markets, borrowing techniques and insurance products to help clients achieve their long- and short-term financial goals • Demonstrating exceptional knowledge of volatility, inflation, and interest rate patterns to provide investment and borrowing recommendations • Analyzing client accounts to provide successful long term financial planning

  • Niagara University
    • United States
    • Higher Education
    • 500 - 600 Employee
    • Assistant Portfolio Manager
      • Sep 2021 - May 2022

      • Providing analysis and reports on current and prospective capital investments for Niagara Universities Monteagle Fund • Created valuation models for equities, seeking out maximum profits while maintaining fund risk management policy obligations • Conducted presentations to Directors including financial models to demonstrate asset valuation and investment thesis • Achieved a 7.5% return in a bearish market over 9 months of performance • Providing analysis and reports on current and prospective capital investments for Niagara Universities Monteagle Fund • Created valuation models for equities, seeking out maximum profits while maintaining fund risk management policy obligations • Conducted presentations to Directors including financial models to demonstrate asset valuation and investment thesis • Achieved a 7.5% return in a bearish market over 9 months of performance

  • KMWC - "Krucko Moeller Property Maintenance"
    • Founder
      • Jun 2018 - May 2022

      • Responsible for management of all operations, financing, and strategic growth functions to establish and grow the KMWC brand • Set pricing structures based on cost analysis, industry trends and negotiating skills to maximize bottom line profitability • Currently servicing over 150 residential and commercial clients across Halton Region • Responsible for management of all operations, financing, and strategic growth functions to establish and grow the KMWC brand • Set pricing structures based on cost analysis, industry trends and negotiating skills to maximize bottom line profitability • Currently servicing over 150 residential and commercial clients across Halton Region

  • CollegePro
    • Higher Education
    • 1 - 100 Employee
    • District Manager
      • May 2019 - Aug 2019

      - Supervised 4 teams and managed all performance metrics within the L6L postal territory. - Maximized branch revenue by optimizing daily operations through effective scheduling and grouping employees in effective environments - Projected more than $60,00 in sales and achieved 104% of target. - Supervised 4 teams and managed all performance metrics within the L6L postal territory. - Maximized branch revenue by optimizing daily operations through effective scheduling and grouping employees in effective environments - Projected more than $60,00 in sales and achieved 104% of target.

Education

  • Niagara University
    Master of Science - MS, Finance, General
    2021 - 2022
  • Niagara University
    Bachelor's degree, Finance, General
    2017 - 2021

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