Matt Abraham, Cfa
About Matt Abraham, Cfa
Matt Abraham is an Enterprise Customer Success Manager at Placer.ai, where he has worked since 2021. He holds a Chartered Financial Analyst (CFA) designation and has extensive experience in client service and marketing within the public securities sector.
Work at Placer.ai
Matt Abraham has been serving as the Enterprise Customer Success Manager at Placer.ai since 2021. In this role, he focuses on enhancing customer satisfaction and ensuring successful implementation of the company's services. His position is based in New York, New York, where he has been contributing to the company's growth and client engagement strategies for three years.
Education and Expertise
Matt Abraham holds a Bachelor of Science degree in Finance from The University of Kansas, which he completed from 2008 to 2012. He is also a Chartered Financial Analyst (CFA), a designation that signifies his expertise in financial analysis and investment management. His educational background and professional certifications support his proficiency in client service and marketing within the public securities sector.
Background
Matt Abraham has a diverse professional background in financial services. He began his career as a Currency Analyst and Public Relations Intern at Caxton FX in London in 2011. He then worked at Principal Global Investors as a High Yield Fixed Income Intern from 2012 to 2013. His career progressed as he took on roles such as Senior Research Analyst at Ellwood Associates from 2013 to 2017, and Assistant Vice President in Client Service & Marketing at Brookfield Asset Management from 2017 to 2018.
Previous Experience
Before joining Placer.ai, Matt Abraham worked as a Customer Success Manager at 7Park Data from 2019 to 2021. His previous roles have provided him with extensive experience in client service and marketing, particularly in the public securities sector. His international experience as a Currency Analyst in London adds to his comprehensive understanding of global financial markets.
Achievements in Financial Services
Matt Abraham has developed a strong background in financial services through various roles in his career. His experience includes high yield fixed income analysis from his internship at Principal Global Investors, as well as significant contributions to client service and marketing in his roles at Brookfield Asset Management and Ellwood Associates. This experience enhances his capabilities in customer success management at Placer.ai.