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
- Director of Advisory Operations and Technology @ (June 2021 - Present)
- Vice President, New Client Onboarding - - Service, Trading and Operations @ (September 2015 - June 2021)
- Assistant Vice President, New Client Onboarding - Service, Trading and Operations @ (September 2011 - June 2021)
- Vice President, New Accounts -- Service, Trading and Operations @ (April 2017 - January 2021)
- Assistant Vice President - Service, Trading and Operations @ (January 2008 - September 2011)
- Client Infrastructure Team Lead @ (June 2004 - May 2007)
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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