Matthew Simeti
Manager, Wealth Management at Broadridge
- Role
- Wealth Management Analyst at Broadridge
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Matthew Simeti
Strategic and results-driven professional with experience in solving complex business challenges through data-driven analysis, structured problem-solving, and stakeholder alignment. I specialize in translating ambiguity into clear strategies that drive operational efficiency, revenue growth, and sustainable competitive advantage, specifically for Wealth Managers within the financial services industry.With a strong foundation in consultative sales, market analysis, financial modeling, and cross-functional collaboration, I have supported leadership teams in making high-impact decisions across drive Wealth Management landscape. My approach combines analytical rigor with practical execution — ensuring that recommendations are both insightful and implementable for Wealth Managers.
Experience
Wealth Management Analyst
Jul 2023 — Present
Partners with financial advisory firms, private banks, asset managers, and fintech companies to design, implement, and optimize technology solutions that support wealth management operations, client experience, compliance, and portfolio management.
Education
University of Delaware
Contributed credits towards degree from Pace University Lubin School of Business, Business Administration and Management, General
2010 — 2011
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
2012 — 2015
Smithtown High School
High School Diploma, Liberal Arts and Sciences/Liberal Studies
2006 — 2010
Skills
- Finance
- Risk Management
- Financial Accounting
- Managerial Accounting
- Financial Analysis
- Business Analysis
- Microsoft Office
- Investments
- Operations Management
- Technology Solutions
- Consulting
- Bloomberg
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