Harrison Mathis

Business Development Analyst at BNY Wealth

Role
Analyst at Bny Wealth
Location
Atlanta, GA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Harrison Mathis

I’m a business development analyst for BNY Wealth focused on accelerating client growth and strengthening advisor pipelines. I partner with Relationship Managers and product teams to turn market intelligence into actionable strategies: building segmented prospect lists, optimizing CRM accuracy, and enabling targeted outreach. I use data-driven insights to prioritize opportunities, support proposals and pitch materials, and track campaign performance so our teams can convert faster and deepen client relationships. Passionate about disciplined execution, clear storytelling, and delivering results that matter to clients.

Experience

  1. Analyst

    Bny Wealth

    Aug 2024 — Present · Atlanta, GA, US

Education

  • Samford University

    Bachelor of Business Administration - BBA, Finance and Business Management

    2020 — 2024

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Harrison Mathis — Analyst at Bny Wealth in Atlanta, GA, US | Unifers