Bio
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Topline AI
Matthew Spellman is a seasoned investment banking professional with experience in technology, media, and telecommunications. He has worked as an Analyst at Eagle Private Capital, Truist Securities, and Truist, and has held various roles including Investment Banking Analyst and Marketing and Operations Intern. Matthew holds certifications from FINRA and Bloomberg LP.
Credentials
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Series 63
FINRAAug, 2022- Apr, 2026 -
Series 79
FINRAAug, 2022- Apr, 2026 -
Securities Industry Essentials (SIE)
FINRAApr, 2022- Apr, 2026 -
Bloomberg Market Concepts
Bloomberg LPMar, 2021- Apr, 2026
Experience
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Eagle Private Capital
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St Louis, Missouri, United States
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Analyst
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Apr 2024 - Present
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St Louis, Missouri, United States
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United States
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Financial Services
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700 & Above Employee
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Investment Banking Analyst
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Jul 2023 - Dec 2023
Technology, Media & Telecommunications
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Investment Banking Analyst
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Jul 2022 - Jun 2023
Technology, Media & Telecommunications
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Truist
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San Francisco Bay Area
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2021 Investment Banking Summer Analyst
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Jun 2021 - Aug 2021
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San Francisco Bay Area
Technology, Media & Telecommunications
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Lewis & Clark AgriFood
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St. Louis, Missouri, United States
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Investment Analyst
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Jul 2020 - Aug 2020
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St. Louis, Missouri, United States
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US Doctors
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Grapevine, Texas, United States
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Marketing and Operations Intern
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May 2020 - Jul 2020
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Grapevine, Texas, United States
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Education
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2018 - 2022Wake Forest University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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References
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