MW

Matt W.

Senior Account Manager at Verity

Matt W. has a diverse work experience spanning from 2003 to the present. Matt began their career as a Summer Intern at Deloitte Touche Tohmatsu in Prague in 2003. Matt then worked as a Senior Associate at Rothstein Kass from 2005 to 2007, followed by a role as a Senior Accountant at Fir Tree Partners from 2007 to 2010.

In 2011, Matt joined Fir Tree Partners again, this time as an Associate Director of Research. Matt held this position until 2018. In 2019, they transitioned to Verity and became a Customer Success Manager. Matt held this role until 2021 when they were promoted to the position of Senior Account Manager at Verity. Currently, they continue to work in this role.

Overall, Matt W. has developed a strong foundation in the finance and accounting field with a focus on research, account management, and customer success.

Matt W. has a Master of Business Administration (MBA) degree in Business Administration and Management from Saïd Business School, University of Oxford. Matt also holds a Master's degree in Political Science from Lehigh University, and a Bachelor's degree in Accounting, Business, and Economics from Lehigh University College of Business. In addition to their degrees, Matt has obtained certification as a Certified Public Accountant (CPA) from the American Institute of Certified Public Accountants. However, no specific information is provided regarding the years of study or the dates at which the certifications were obtained.

Location

New York, United States

Links

Previous companies


Org chart


Teams


Offices


Verity

Verity is a leading provider of research management software, data and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio monitoring, and idea generation solutions to more than 350 institutional investors globally. The platform is the result of a strategic merger between MackeyRMS and InsiderScore, sponsored by Resurgens Technology Partner. Between Mackey’s cloud-based research platform and InsiderScore’s data and analytics, the merged company delivers a powerful Platform combining data, analytics, and research management software solutions for investment teams conducting fundamental research for actively managed client portfolios. The company is headquartered in Boston, with offices in New York, Princeton, NJ, Seattle, London, and Sydney. For more information, visit www.verityplatform.com.


Employees

51-200

Links