Adam Metzel
Strategic Finance | MBA
- Role
- Senior Associate - Strategic Finance at SoFi
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Adam Metzel
Adam is an accomplished finance professional with a strong background in investment…
Experience
Senior Associate - Strategic Finance
Sep 2025 — Present · Dallas, TX, US
Education
Oklahoma State University
Bachelor's degree, Finance
2012 — 2016
SMU Cox School of Business
Master of Business Administration - MBA, Finance
2019 — 2020
Skills
- Accounting
- Real Estate
- Residential Mortgages
- Due Diligence
- Financial Analysis
- Customer Service
- Financial Modeling
- Analysis
- Mortgage Lending
- Microsoft Office
- Public Speaking
- Corporate Finance
- Social Media
- Finance
- Account Reconciliation
- Teamwork
- Risk Management
- Microsoft Excel
- Financial Reporting
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