Matt Avenia Ctfa

Matt Avenia, CTFA, has a diverse work experience in the financial services industry. Matt started their career in 2010 at Mercer Human Resource Consulting as a Call Service Representative, where they provided customer service and processed transactions for participants in defined contribution plans. In 2011, they moved to State Street, where they initially worked as a Mutual Fund Accountant before becoming a Client Operations Administrator, Associate 2. In these roles, they ensured accurate calculation and dissemination of net asset values, monitored service delivery, and acted as a point of contact for client inquiries.

In 2015, Matt joined Boston Private as a Custody Operations Specialist, Officer. Matt maintained client accounts, processed cash transactions, and opened/closed accounts. Matt later became a Trust Associate, assisting with trust administration, tax return preparation, and distributions.

Most recently, Matt has been working at Cambridge Trust Company since 2018. Matt started as a Senior Trust Administrator and currently serves as an Assistant Vice President, Relationship Manager. In their current role, they support Trust Officers, documents calls and requests, processes correspondence, and handles client inquiries and requests regarding cash disbursements, statements, and tax information.

Overall, Matt's work experience demonstrates their expertise in trust administration, client relationship management, operations, and customer service in the financial services industry.

Matt Avenia, CTFA, obtained a BS in Business Management from Keene State College from 2005 to 2009. Matt also holds the certification of Certified Trust and Financial Advisor (CTFA), which was earned through the American Bankers Association. The specific month and year of obtaining the CTFA certification are not provided.