Matthew Dwyer
Financial Planning Analyst at Graypoint Llc
Based in Albany, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Albany
Industry
Financial Services
Company size
59
Contact information
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m•••••••@graypointllc.com
Phone
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Background
About Matthew Dwyer
Experienced Financial Analyst and Personal Financial Planning Coach with 3.5 years at Goldman Sachs AYCO. Interned at TASC, an Irish think tank, focusing on economic and social inequality. Double major in Finance and Economics from Marist College. Holds licenses in Series 7, Series 66, SIE, and NYS Life Accident and Health. Conducted over hours of 1 on 1 client-facing financial planning conversations. Proficient in Word, Excel, and PowerPoint, as well as Teams, OneNote and Salesforce. Known for being hardworking, driven, and adaptable. Aspiring to attain CFP certification to further enhance financial education expertise.
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