Matthew Case Email & Phone Number
Client Relationship Manager @ Stifel Financial Corp.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Matthew Case Location
- Rochester, NY, US
Matthew Case Work
- Client Relationship Manager @ (September 2026 - Present)
- Wealth Management Advisor @ (February 2022 - May 2026)
- Associate Wealth Management Advisor @ (December 2016 - February 2022)
- Financial Consultant @ (September 2015 - December 2016)
- Associate Financial Consultant @ (January 2014 - September 2015)
- Private Client Investment Assistant @ (May 2012 - December 2013)
- Worksite Personal Financial Advisor Associate @ (June 2010 - April 2012)
- Intern @ (January 2009 - August 2009)
Matthew Case Education
- Nazareth University
BS (Business Administration ; Economics ; Minor Finance)
2006-2010 - Baldwinsville
Matthew Case Skills
- Financial Analysis
- Microsoft Excel
- Planning
- Retirement Planning
- Financial Planning
- Portfolio Management
- Estate Planning
- Mutual Funds
- Personal Financial Planning
- Customer Service
- Investments
- Entrepreneurship
- Series 7
- Strategic Planning
- Wealth Management
- Advertising
- Personal Financial
- Asset Allocation
Matthew Case Summary
- Matthew Case, based in Rochester, NY, US, is currently a Client Relationship Manager at Stifel Financial Corp.. Matthew Case brings experience from previous roles at TIAA. Matthew Case holds a 2006 - 2010 BS in Business Administration ; Economics ; Minor Finance @ Nazareth University. With a robust skill set that includes Financial Analysis, Microsoft Excel, Planning, Retirement Planning, Financial Planning and more. Matthew Case has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Matthew Case?
Find contact details for 700 million professionals.
Top Stifel Financial Corp. Employees
Judith Combs
Managing Director
St. Louis, MO, US
James Zemlyak
President
St. Louis, MO, US
David Sliney
Chief Operating Officer
St. Louis, MO, US
Avi Stein
CFO Global Wealth Management
Englewood, NJ, US
Susan Robinson
Vice President Corporate Incentive and Travel
St. Louis, MO, US
Rick Baur
Procurement Director- Vice President
St. Louis, MO, US
Joshua Bledsoe
Managing Director - Stifel
St. Louis, MO, US
Carol Denatale
Chief Operating Officer - Stifel
New York, NY, US
Rhett Geraghty
Vice President, Marketing Manager - Stifel
St. Louis, MO, US
Laura Radcliff
Managing Director, Public Finance - Stifel
St. Louis, MO, US
Phoebe del Castillo
Managing Director
St. Louis, MO, US
Kristen Johnson
Vice President, Benefits Director
St. Louis, MO, US
Natalea Beaudean
Managing Director and Investments - Stifel
St. Louis, MO, US
Ron Kruszewski
Chairman and CEO
St. Louis, MO, US
Matthew Smith
Managing Director
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co