Matthew Beals
President and COO at Bolton Global Capital
- Role
- President and COO at Bolton Global Capital
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Matthew Beals
Registered financial services professional with over 20 years of experience in project management, wealth management team transitions, operations management, technology innovation, and business development in the financial services industry, particularly in the Latin America market.
Experience
President and COO
Jan 2025 — Present · Bolton, MA, US
Education
Isenberg School of Management, UMass Amherst
MBA
2011 — 2013
University of Massachusetts Amherst
BS, Mathematics and Statistics, Economics
2001 — 2005
Skills
- Telecommunications
- Analysis
- Real Estate Development
- Asset Management
- Bloomberg
- Microsoft Office
- Customer Service
- Project Management
- Product Management
- Series 24
- Series 7
- Financial Services
- Recruiting
- Business Development
- Management
- Commercial Real Estate
- Cyber-Security
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