Matthew B. Shank has a diverse work experience in various roles. Matthew B. is currently the Head of Business Development at Finally since November 2022. Prior to that, they worked at Varsity Tutors, a Nerdy Company, as a Teacher, providing one-on-one virtual instruction in subjects such as Corporate Finance, Statistics, Accounting, Economics, Microsoft Excel, and PowerPoint.
Before joining Finally, Matthew was involved in New Business Development at Ramp from October 2021 to December 2022. Matthew B. also participated as a Fellow in the Nextplay Sales Fellowship program from June 2021 to October 2021, where they were selected in the top 2% of applicants and received training and coaching to enter the tech sales field.
Matthew's previous experiences include working at Bank of America Merrill Lynch as an Enterprise Relationship Consultant, managing a book of 80 clients and achieving high attainment rates. Matthew B. also worked at Merrill Edge as a Life Services Relationship Consultant, achieving a high client retention rate and generating $4 million in new assets for the firm.
Earlier in their career, Matthew served as a Business Manager at Craig Air Center, managing profit and loss for the fuel and maintenance divisions. Matthew B. facilitated the sale of an $800K asset to increase liquidity. Matthew B. also gained experience as a Finance Intern at Jacksonville Aviation Authority, where they handled accounts payable and receivable, reconciled financial statements, and managed daily deposits.
Overall, Matthew B. Shank has a strong background in business development, teaching, and client management across various industries.
Matthew B. Shank completed a Master of Business Administration (MBA) degree with a concentration in Finance, General, from the University of Florida - Warrington College of Business from 2018 to 2020. Prior to their MBA, they obtained a Bachelor of Business Administration (B.B.A.) degree, also in Finance, General, from Jacksonville University. Additionally, they have a Bachelor of Science (B.S.) degree in Aviation/Airway Management and Operations, also from Jacksonville University, although the specific dates of completion are not provided.
Furthermore, Matthew B. Shank holds certifications in Series 66 from the Financial Industry Regulatory Authority (FINRA), which they obtained in July 2016. Matthew B. also has certifications in Series 7 from FINRA and Six Sigma-Green Belt from the IISE Manufacturing and Design Division, although the dates of completion for these certifications are not mentioned.
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