Matt Shapiro Email & Phone Number
Compliance Manager - PWM Branch Oversight | Senior Vice President @ Baird
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Matt Shapiro Location
- Milwaukee, WI, US
Matt Shapiro Work
- 2020 -now Compliance Manager - PWM Branch Oversight | Senior Vice President @
- 2024 -now Coach Developer @
- 2022 -2025 Hockey Director @ Elmbrook Youth Hockey Association
- 2018 -2020 Senior Supervision Officer - Private Wealth Management | Vice President @
- 2006 -2019 High School Hockey Coach @
- 2017 -2018 Compliance Officer - Private Wealth Management Compliance | Assistant Vice President @
- 2015 -2017 Compliance Officer - Registrations @
- 2012 -2015 Registered Principal - BMO Harris Financial Advisors @
- 2011 -2012 Retirement Service Specialist - BMO Retirement Services @
- 2010 -2011 Personal Banker @
Matt Shapiro Education
- University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA) (Finance)
- St. Norbert College
- Hebron Academy
New England Prep School
- Brookfield East High School
Matt Shapiro Skills
- Equities
- Financial Advisory
- Portfolio Management
- Securities
- Banking
- Risk Management
- Investments
- Finance
- Retirement
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Series 7
Matt Shapiro Summary
- Matt Shapiro, based in Milwaukee, WI, US, is currently a Compliance Manager - PWM Branch Oversight | Senior Vice President at Baird. Matt Shapiro brings experience from previous roles at USA Hockey, Elmbrook Youth Hockey Association, Baird and Brookfield Stars Hockey. Matt Shapiro holds a Bachelor of Business Administration (BBA) in Finance @ University of Wisconsin-Milwaukee. With a robust skill set that includes Equities, Financial Advisory, Portfolio Management, Securities, Banking and more. Matt Shapiro has 2 emails and 1 mobile phone numbers on RocketReach.
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