Matthew Bartenhagen

About

I am an operations and data support professional with experience helping teams organize information, streamline workflows, and improve internal reporting processes. My background includes spreadsheet optimization, CRM organization, and administrative support that helps businesses run more efficiently. I’m detail-oriented, reliable, and focused on delivering clean, well-structured work that saves time and reduces friction. I enjoy projects involving data cleanup, documentation, tracking systems, and day-to-day operational support, and I work best with clear goals and timelines.

Experience

• Sales Associate Wealth Strategist · Northern Trust12-01-2025 –

  Sales Associate Wealth Strategist within Wealth Management at Northern Trust, supporting two Wealth Strategists serving UHNW clients, delivering white-glove service across investment, trust, and banking needs; manage client onboarding and account opening to ensure accuracy, compliance, and a seamless client experience; oversee sales pipeline and opportunity management and prepare materials for client meetings.

• Treasurer Intern · DuPage County05-01-2024 – 08-01-2024

  Processed over 250 property tax payments daily, including bank deposits and account reconciliations, contributing to the collection of $3.38B in taxes for the 2023 tax year; assisted with financial analysis and reporting to support investment and accounting activities; provided customer service by handling taxpayer inquiries.

• Intern · Envision Financial - Northwestern Mutual Private Client Group05-01-2023 – 08-01-2023

  Developed and presented financial plans to young adult clients using PX financial software; standardized CRM data in Microsoft Dynamics 365 CRM, identifying cost savings and sales opportunities; analyzed a database of 856 households to support business development initiatives.

• Office Assistant · High Point University - Office of Institutional Advancement02-01-2022 – 05-01-2025

  Created marketing content for fundraising campaigns; organized and maintained inventory of HPU merchandise for alumni and students; recorded and tracked donations, honorary orders, and celebratory gifts.

• College Financial Representative · Northwestern Mutual02-01-2022 – 05-01-2023

  Managed full sales cycle, including prospecting, client meetings, financial product recommendations, and follow-ups; sold life insurance in collaboration with advisors, generating premiums; built client relationships and supported ongoing client engagement.

Education

• High Point UniversityB.S.B.A., Finance & Entrepreneurship
• St. Francis High School Wheaton, ILHigh School Diploma

Similar talent on Pangea

Katherine (Kia) M.Systems-focused analyst helping small businesses organize workflows and internal processesAnnandale, VABridget P.Data driven finance professional with a passion for marketing analysisChicago, ILMason K.Versatile business and finance operations specialist with a proven record in automation and strategic growthChicago, ILNyana D.People person in office or over the phone with a passion for customer service.Washington, DC