Matthew Berkowitz Email & Phone Number
Founder and Principal Consultant @ AllSet PEO Consultants
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Matthew Berkowitz Location
- United States
Matthew Berkowitz Work
- 2025 -now Founder and Principal Consultant @
- 2024 -2025 Business Advisor @
- 2017 -2018 Account Executive @
- 2014 -2017 Major Accounts District Manager and Account Executive @
- 2013 -2017 Sales Executive – Fintech and Proptech SaaS @ Various
Matthew Berkowitz Education
- New York University 2003-2007
- Susan Wagner High School 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 United States, 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 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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