Matthew Tarka
Est. 1996
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Merrill Lynch

Client Associate @ The Hambleton/Fieler Group

January 2019 - Present

  • Directly responsible for $240mm worth of client relationships

  • Provide white-glove service to upper quartile of our clients

  • Develop new client engagement and experience programs

  • Leverage digital solutions to improve workflow and communications

  • Spearheaded employee stock option analysis and alternative investment analysis

  • Created an informational networking session for interns in the market

Seasonal Client Associate @ The Hambleton/Fieler Group

May 2017 - December 2018

  • Create dashboards regarding the book of clients for the Financial Advisors

  • Implement a review process that saved 15+ hours per week

  • Create proprietary research for clients regarding a wide variety of topics including Cincinnati companies, commodity markets, and tech stocks

  • Research various investment vehicles including equities (value and growth), fixed income (corporates and municipals), and private equity (create benchmarks for various vintages and industries).

  • Heavy utilization of Excel to visualize raw book data

  • Cold-call and cold-email prospects to schedule meetings between financial advisors and potential clients

  • Work with existing clients to deepen and manage the relationship