Matthew Hecht Email & Phone Number
Director of Advisory Operations and Technology @ Private Client Services (PCS), Member FINRA, SIPC
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Matthew Hecht Location
- Charlotte, NC, US
Matthew Hecht Work
- 2021 -now Director of Advisory Operations and Technology @
- 2015 -2021 Vice President, New Client Onboarding - - Service, Trading and Operations @
- 2011 -2021 Assistant Vice President, New Client Onboarding - Service, Trading and Operations @
- 2017 -2021 Vice President, New Accounts -- Service, Trading and Operations @
- 2008 -2011 Assistant Vice President - Service, Trading and Operations @
- 2004 -2007 Client Infrastructure Team Lead @
Matthew Hecht Education
- University of North Carolina at Charlotte
Matthew Hecht Skills
- Uniform Combined State Law
- Series 7
- Series 63
- FINRA
- Mutual Funds
- Securities
- Wealth Management
- Financial Services
- Investment Advisory
- Retirement
- Investments
- Asset Allocation
- Portfolio Management
- Risk Management
- Vendor Management
- Finance
- Insurance
Matthew Hecht Summary
- Matthew Hecht, based in Charlotte, NC, US, is currently a Director of Advisory Operations and Technology at Private Client Services (PCS), Member FINRA, SIPC. Matthew Hecht brings experience from previous roles at LPL Financial. Matthew Hecht holds a University of North Carolina at Charlotte. With a robust skill set that includes Uniform Combined State Law, Series 7, Series 63, FINRA, Mutual Funds and more. Matthew Hecht has 2 emails and 1 mobile phone numbers on RocketReach.
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