Matt Sonnen's Location
Los Angeles, CA, US
Matt Sonnen's Work
- Chief Operating Officer @ Coldstream Wealth Management
- Founder and CEO @ PFI Advisors
- Vice President @ Focus Financial Partners
- Chief Operating Officer and Chief Compliance Officer @ First Republic Private Wealth Management
- Director of Operations and Chief Compliance Officer @ First Republic Private Wealth Management
- Financial Analyst @ Merrill Lynch
Matt Sonnen's Education
- University of California, Los Angeles
B.A. (Economics)
1995 - 1997 - University of California, Santa Barbara1993 - 1995
Matt Sonnen's Skills
- Wealth Management
- Operations Management
- Compliance
- Practice Management
- Alternative Investments
- Financial Advisory
- Portfolio Management
- Management
- Investments
- Asset Management
Matt Sonnen's Summary
Matt Sonnen, based in Los Angeles, CA, US, is currently a Chief Operating Officer at Coldstream Wealth Management, bringing experience from previous roles at PFI Advisors, Focus Financial Partners and Luminous Capital. Matt Sonnen holds a 1995 - 1997 B.A. in Economics @ University of California, Los Angeles. With a robust skill set that includes Wealth Management, Operations Management, Compliance, Practice Management, Alternative Investments and more, Matt Sonnen contributes valuable insights to the industry. Matt Sonnen has 3 emails on RocketReach.
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