Matt Sonnen Email & Phone Number
Chief Operating Officer @ Coldstream Wealth Management
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Matt Sonnen Location
- Los Angeles, CA, US
Matt Sonnen Work
- Chief Operating Officer @ (May 2023 - Present)
- Creator @ (June 2021 - Present)
- Founder and CEO @ (September 2015 - May 2023)
- Vice President @ (March 2013 - July 2015)
- Chief Operating Officer and Chief Compliance Officer @ Luminous Capital (January 2011 - January 2013)
- Director of Operations and Chief Compliance Officer @ Luminous Capital (January 2008 - January 2011)
- Financial Analyst @ (January 1997 - January 2005)
Matt Sonnen Education
- UCLA
B.A. (Economics)
1995-1997 - UC Santa Barbara 1993-1995
Matt Sonnen Skills
- Operations Management
- Compliance
- Practice Management
- Asset Management
- Alternative Investments
- Management
- Strategy
- Investments
- Finance
- Financial Services
- Portfolio Management
- Financial Advisory
- Human Resources
- Wealth Management
- Securities
- Investment Advisory
- Financial Analysis
- Strategic Planning
- Marketing
- Microsoft Excel
Matt Sonnen Summary
- Matt Sonnen, based in Los Angeles, CA, US, is currently a Chief Operating Officer at Coldstream Wealth Management. Matt Sonnen brings experience from previous roles at The COO Society, PFI Advisors, Focus Financial Partners and Luminous Capital. Matt Sonnen holds a 1995 - 1997 B.A. in Economics @ UCLA. With a robust skill set that includes Operations Management, Compliance, Practice Management, Asset Management, Alternative Investments and more. Matt Sonnen has 1 emails and 1 mobile phone numbers on RocketReach.
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