Matthew B. Shank

Head of Business Development at Back Office

Matthew B. Shank has a diverse work experience spanning various industries. Matthew B. is currently the Head of Business Development at Finally, starting in November 2022. Prior to this, they worked as a Teacher at Varsity Tutors, a Nerdy Company, where they provided over 100 hours of 1-on-1 virtual instruction in subjects such as Corporate Finance, Statistics, and Microsoft Excel and PowerPoint.

Matthew B. also had a role in New Business Development at Ramp from October 2021 to December 2022. Earlier, Matthew participated in the Nextplay Sales Fellowship from June 2021 to October 2021, where they were selected in the top 2% of applicants and received training in tech sales.

Before venturing into business development, Matthew held positions in the financial industry. Matthew B. was an Enterprise Relationship Consultant at Bank of America Merrill Lynch from July 2017 to October 2021, where they achieved outstanding performance and managed a book of 80 clients. Prior to that, they served as a Life Services Relationship Consultant at Merrill Edge from April 2016 to July 2017, generating a high retention rate and managing a book of 80 clients.

Matthew's earlier experience includes being a Business Manager at Craig Air Center from December 2014 to April 2016, where they were responsible for profit and loss management. Matthew B. also worked as a Finance Intern at Jacksonville Aviation Authority in 2014, gaining experience in accounts payable and receivable, as well as financial reconciliations.

Overall, Matthew has demonstrated expertise in business development, teaching, and financial services throughout their career.

Matthew B. Shank earned a Master of Business Administration (MBA) in Finance, General from the University of Florida - Warrington College of Business between 2018 and 2020. Prior to this, they obtained a Bachelor of Business Administration (B.B.A.) degree in Finance, General from Jacksonville University. Matthew B. also holds a Bachelor of Science (B.S.) degree in Aviation/Airway Management and Operations from the same institution. In terms of certifications, they obtained the Series 66 certification from the Financial Industry Regulatory Authority (FINRA) in July 2016. Additionally, they hold certifications in Series 7 and Six Sigma-Green Belt, although the specific details of these certifications are not provided.

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Timeline

  • Head of Business Development

    November, 2022 - present