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Matthew Gilliam

Business Intelligence Analyst at PFP Services

Matthew Gilliam is a Business Intelligence Analyst at PFP Services since July 2021, where expertise in MS Excel, Power BI, and SSRS is applied to analyze sales and policy data. Prior to this role, Matthew served as a Business Analytics Consulting Intern at Exact Sciences, leveraging Tableau and Snowflake to analyze extensive consumer datasets and present market share recommendations to management. Previous experience includes working as an Enrollment Data Processor at Edgewood College, assisting in the implementation of a CRM system and generating SQL-based reports, as well as holding positions in the Financial Aid Office at Albertus Magnus College. Matthew holds a Master of Science in Business Analytics from the University of Wisconsin-Madison and a Bachelor of Arts in Mathematics from Albertus Magnus College.

Location

New Milford, United States

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PFP Services

PFP has been providing credit union families and friends with high-quality, affordable insurance protection since 1973 and has grown to serve hundreds of credit unions throughout the country. Our professional staff continues to commit themselves to the needs of each credit union we serve, its members, their friends, and families. As experienced Business Development Specialists, our team enhances the outreach efforts of each credit union partner exponentially. The goal of our marketing efforts are twofold: to increase credit union membership while cross-selling products and services. In building relationships with each credit union member, we also generate non-interest income by providing the member, their families, and friends with a portfolio of supplemental insurance products. In addition to the promotion of each credit union's unique products and services, The Family Security Plan offers supplemental insurance products as a benefit of credit union membership. Our product offering includes individual Whole Life Insurance, Disability Income Insurance, Critical Illness Insurance and Accident Insurance. Our team of professional representatives introduce credit union members, their friends, and families to high-quality, low-cost insurance coverage. We take them through the enrollment process, on a one-on-one basis, guiding them every step of the way. PFP has protected over 1,000,000 credit union members over the years - and the number of families protected continues to grow!


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Employees

201-500

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