Matthew Berkowitz Email & Phone Number
Founder and Principal Consultant @ AllSet PEO Consultants
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Matthew Berkowitz Location
- New York, NY, US
Matthew Berkowitz Work
- Founder and Principal Consultant @ (September 2025 - Present)
- Business Advisor @ (January 2024 - September 2025)
- Account Executive @ (January 2017 - January 2018)
- Major Accounts District Manager and Account Executive @ (January 2014 - January 2017)
- Sales Executive – Fintech and Proptech SaaS @ Various (January 2013 - January 2017)
Matthew Berkowitz Education
- New York University
Bachelor of Arts (Economics; Business/ Psychology)
2003-2007 - Susan Wagner High School
High School (Honors/Regents )
1999-2003
Matthew Berkowitz Skills
- Series 6
- Series 63
- Series 7
- Mutual Funds
- Fixed Annuities
- 401k
- Alternative Investments
- Retirement
- Asset Allocation
- Retirement Planning
- Securities
- Life Insurance
- Variable Annuities
- Investments
- Asset Managment
- Asset Management
- Trading
- Equities
- Finance
- Financial Advisory
- FINRA
- ETFs
- Wealth Management
- Management
- Sales
- Leadership
- Marketing
- Financial Services
- Relationship Building
- Customer Service
- Strategy
- Strategic Planning
- Human Resources
- Customer Relationship Management Crm
- Social Media
- Salesforce.com
- Microsoft PowerPoint
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Customer Relationship Management
Matthew Berkowitz Summary
- Matthew Berkowitz, based in New York, NY, US, is currently a Founder and Principal Consultant at AllSet PEO Consultants. Matthew Berkowitz brings experience from previous roles at G&A Partners, CoAdvantage, ADP, LLC and Various. Matthew Berkowitz holds a 2003 - 2007 Bachelor of Arts in Economics; Business/ Psychology @ New York University. With a robust skill set that includes Series 6, Series 63, Series 7, Mutual Funds, Fixed Annuities and more. Matthew Berkowitz has 2 emails and 2 mobile phone numbers on RocketReach.
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