Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Mateo Angelo Lombardo

London,England

Summary

Dynamic professional with strong communication skills and a proven track record in relationship development. Demonstrates exceptional team leadership abilities, adaptability, and analytical skills. Adept at solution-focused problem solving with outstanding organisation and time management. Committed to leveraging these competencies to drive success in future roles.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Founder and Director

JBM Collective Foundation
06.2023 - 10.2024
  • Co-founded and launched the JBM Collective Foundation, collaborating with a team to establish the charity’s mission and vision to create change in our community
  • Managed all administrative requirements for charity registration and compliance
  • Led team to achieve company objectives on time and within budget.
  • Oversaw financial operations, including budgeting, accounting, and reporting for the foundation
  • Organized and hosted fundraising events, successfully raising $9300 to support various local charities.

Research Analyst

Veritage Family Office
05.2020 - 08.2024
  • Conducted market research and competitive analysis for Veritage in the global family business consultancy sector, identifying key positioning opportunities
  • Developed strategic blocks for Veritages market positioning and differentiation
  • Researched family business publications and editors to identify opportunities for Veritage to gain media exposure
  • Analyzed the world’s oldest family businesses and their respective markets to inform strategic insights and recommendations.

Education

Bachelor of Commerce Honors - Finance

Carleton University
Ottawa, Canada
09/2017 - 08/2022

Skills

  • Strong communication skills
  • Relationship development
  • Team Leadership Abilities
  • Adaptability
  • Analytical skills
  • Solution-focused problem solving
  • Outstanding organisation and time management

Certification

Global Virtual Internship, October 2024

Clifford Chance: Structured Asset Backed and Real Estate Finance (SABRE)

  • Completed a job simulation on advising clients on a full spectrum of financial products.
  • Responded to a client's questions on the regulatory framework of "buy-now-pay-later" loans.
  • Informed a client of risk factors by considering current issues and macro events in the context of transactions.
  • Prepared a pitch to demonstrate the firm's expertise and capabilities.

References

References available upon request.

Timeline

Founder and Director

JBM Collective Foundation
06.2023 - 10.2024

Research Analyst

Veritage Family Office
05.2020 - 08.2024

Bachelor of Commerce Honors - Finance

Carleton University
09/2017 - 08/2022

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Mateo Angelo Lombardo