Matt Marino

About Matt Marino

With 20 years of experience spanning client-facing financial planning and complex corporate accounting, I bring a unique, well-rounded perspective to the financial sector.My career began in wealth management, including roles at New York Life and as a Senior Retirement Investment Consultant at Vanguard. In these positions, I specialized in investment, retirement, and estate planning. I loved working directly with clients, prioritizing their needs, and helping them navigate complex financial objectives.During my MBA program, I discovered a profound passion for accounting, prompting a strategic career pivot in 2016. For nearly a decade, I have specialized in the financial and management needs of the property management industry. Currently, I serve as an Accounting Manager at Scully Company, a premier property management firm in Jenkintown, PA.I am a dedicated lifelong learner who is always seeking the next challenge. I have completed all educational requirements for my CPA and am excited to begin sitting for the exams this fall. I am ambitious, driven, and always looking forward to the next opportunity to grow and add value.Specialties: Family Office Accounting, Corporate Accounting | Property Management | Complex Retirement Services | Annuities | Client Relations & Strategy

Experience

1. Accounting Manager for the Family Office

   Scully Company

   Jan 2024 — Present · Jenkintown, PA, US

   Perform monthly reviews of financials for properties and accounting only entities.Coordinate with Attorneys, Advisors and CPAs to provide financial support for investors.

Education

• Marylhurst University

  Master of Business Administration, Finance, General

  2012 — 2014

• Southern New Hampshire University

  Master of Business Administration, Accounting

• Fox School of Business at Temple University

  BBA, Finance

  2004 — 2008

• Calvary Christian Academy

  Diploma, General

  1999 — 2003

• Temple University

  Bachelor of Business Administration, Finance, General

• The American College of Financial Services

  LUTCF

  2009 — 2010

• Southern New Hampshire University

  Accounting Certificate, Accounting

  2016 — 2016

• Temple University

  Bachelor's degree

Skills

• Investments
• Property Management
• Excel
• Financial Markets
• Portfolio Management
• Manage Client Relationships
• Guaranteed Lifetime Income
• Retirement
• Strategic Financial Planning
• Consultative Selling Style
• Mentoring
• Program Management
• Accounting
• Relationship Management
• Financial Advisory
• Ira's
• Financial Analysis
• Process Improvement
• Fixed Annuities
• Customer Service
• Management
• Mutual Funds
• Training
• Time Management
• Finance
• Iras
• Microsoft Excel
• Financial Planning
• Retirement Planning
• Financial Services
• Crm
• Estate Planning
• Public Speaking
• Group Presentations
• Customer Relationship Management (Crm)
• Leadership
• Variable Annuities
• Investment Properties
• Microsoft Office
• Sales