Matthew McConchie
Financial Analyst | Financial Services | Leeds Junior
- Role
- Financial Analyst at Generosity Wealth Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Matthew McConchie
I am a fourth-year student at the University of Colorado Boulder Leeds School of Business…
Experience
Financial Analyst
Aug 2025 — Present · Boulder, CO, US
Perform administrative, logistical, and technical tasks, such as Required Minimum Distributions (RMDs), beneficiary reviews, and new account paperwork; assist GWM team with administrative responsibilities Maintain accuracy and completeness of client documentation to support account operational efficiency
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