Jeffrey Sokolowski's Location
New York, NY, US
Jeffrey Sokolowski's Work
- Managing Director - Wealth Management @ StevenDouglas
- Director, RIA and Investment Management @ Publicly Traded Recruiting firm
- Vice President, Financial Advisor @ Bernstein Private Wealth Management
- Vice President @ Command Financial
Jeffrey Sokolowski's Education
- State University of New York at Oswego
Jeffrey Sokolowski's Skills
- Strategic Planning
- Salesforce.com
- New Business Development
- Marketing
- Account Management
- Business Development
- Strategy
- Project Management
- Finance
- CRM
Jeffrey Sokolowski's Summary
Jeffrey Sokolowski, based in New York, NY, US, is currently a Managing Director - Wealth Management at StevenDouglas, bringing experience from previous roles at Publicly Traded Recruiting firm, Bernstein Private Wealth Management and Command Financial (purchased R.S. Rosenbaum & Co., Inc.). Jeffrey Sokolowski holds a State University of New York at Oswego. With a robust skill set that includes Strategic Planning, Salesforce.com, New Business Development, Marketing, Account Management and more, Jeffrey Sokolowski contributes valuable insights to the industry. Jeffrey Sokolowski has 4 emails and 1 mobile phone number on RocketReach.
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