Matt Stepan Email & Phone Number
Associate Director, Investments
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Matt Stepan Location
- Los Gatos, CA, US
Matt Stepan Work
- Associate Director, Investments @ Multi Client Family Office (December 2000 - Present)
- Financial Adviser @ (September 1999 - December 2000)
Matt Stepan Education
- San José State University
MBA
1998-2000 - University of Utah
Bachelor of Science (Chemistry)
1996-1998
Matt Stepan Skills
- Portfolio Management
- Banking
- Financial Modeling
- Strategic Planning
- Strategy
- Financial Reporting
- SAN
- Leadership
Matt Stepan Summary
- Matt Stepan, based in Los Gatos, CA, US, is currently a Associate Director, Investments at Multi Client Family Office. Matt Stepan brings experience from previous roles at Merrill Lynch. Matt Stepan holds a 1998 - 2000 MBA @ San José State University. With a robust skill set that includes Portfolio Management, Banking, Financial Modeling, Strategic Planning, Strategy and more. Matt Stepan has 1 mobile phone numbers on RocketReach.
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