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Matthew Kilzi

Junior Financial Analyst specializing in wealth management and data-driven investment planning

SparketUCLALos Angeles, CA2 Years ExperienceJunior LevelWorks On-Site

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Experience

ContractSparket · Oct 2025 – Jan 2026contract
Financial AnalystStrategic View Advisors · Mar 2024 – Oct 2025
InternStrategic View Advisors · Jun 2023 – Aug 2023internship

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Education

UCLAbachelor, Economics (2024)

Skills

RPythonJavaMicrosoft OfficePower BITableauRisk ManagementMarket ResearchMorningstarEnvestnetNetX360Financial PlanningRetirement PlanningCollege Education PlanningAsset Allocation

Languages

English

Certifications

FINRA Series 7FINRA Series 63Securities Industry Essentials (SIE)Life and Health Insurance License

Memberships

  • Bruin Sports Business Association

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Connect with Matthew

Matthew already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
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Post a Role90-day money-back guarantee
Matthew KilziJunior Financial Analyst specializing in wealth management and data-driven investment planning