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Matt Marcus

Contact Information:

Email: [email protected]📧 Phone: 714-970-4510📞 LinkedIn: linkedin.com/matt-marcus-ai🔗


Summary:

With decades of experience in 💰 tax, accounting, corporate finance, and investment banking, Matt Marcus is a seasoned professional with a 💰 comprehensive skill set tailored to managing businesses and offering 💰 strategic insights. His leadership roles, certifications, and hands-on expertise in mergers and acquisitions underscore his ability to 💰 drive organizational success and deliver exceptional results.


Certifications:

Microsoft Certified: Azure AI Fundamentals💰🌟Credential ID: TAAB8506EB5FC451💰Certification Number: CF14C5💰Earned: 🔔 July 1, 2024Post Graduate Program in AI and Machine Learning💰🌟Institution: Purdue University & Simplilearn🏛️Date: 🔔 October 16, 2024Generative AI for Business with Microsoft Azure OpenAI💰🌟Institution: Great Learning🌍Date: 🔔 July 2024Investment and Financial Certifications:💰 Series 24 Principal Investment License💰 Series 65 Investment Advisor License💰 Series 7 Stockbroker License💰 Series 6 and 30 Commodity Licenses


Technical Skills:

💰 Proficient in Azure AI Services, including Microsoft OpenAI and Cognitive Services.💰 Expertise in Generative AI, Machine Learning, and Natural Language Processing.💰 Skilled in optical character recognition, facial recognition, computer vision, and AI document intelligence.💰 Strong foundation in responsible generative AI practices, conversational language understanding, and knowledge mining.


Professional Experience:

Branch Manager 🏢

Los Angeles-based Brokerage Firm

💰 Managed a high-performing team, providing investment advice to publicly traded companies, executives, and board members.💰 Held a Series 24 Principal Investment License and was a member of FINRA.💰 Directed strategies in corporate finance, including mergers and acquisitions, to maximize client potential.

Investment Advisor and Stockbroker 💰

💰 Guided investment strategies with a focus on long-term growth and risk management.💰 Retained for specialized financial advice in corporate transactions and public markets.


Achievements:

💰 Successfully completed multiple certifications in advanced AI concepts and applications.💰 Frequently sought after by executives and corporate boards for strategic financial and investment guidance.💰 Recognized for expertise in both financial and technological domains, ensuring a unique cross-disciplinary approach.


Education:

Post Graduate Program in AI and Machine Learning💰🌟Purdue University & Simplilearn🏛️


Additional Information:

💰 Expert in providing insights into tax and accounting systems to optimize business operations.💰 Frequently collaborates with technology teams to integrate AI solutions into business frameworks using Azure AI and Microsoft OpenAI.

References Available Upon Request

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#1 Automation Software in the Market

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Our Solution

For You Business

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Reputation Management

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Unified Messaging

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Appointment Automation

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Lead Management

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Our Pricing

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MONTHLY

Basic

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$97 /mo.

MONTHLY

Essential

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$297 /mo.

MONTHLY

Premium

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$497 /mo.

Frequently Asked Questions

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