Matthew Schaefer Email & Phone Number
Executive Director | J.P. Morgan Private Bank @ J.P. Morgan Private Bank
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Matthew Schaefer Location
- Philadelphia, PA, US
Matthew Schaefer Work
- 2021 - now Executive Director | J.P. Morgan Private Bank @
- 2009 - 2021 Vice President | Goldman, Sachs and Co. @
- 2004 - 2009 Investment Consultant @
Matthew Schaefer Education
- James Madison University
Bachelors of Arts (Finance; Economics)
2000 - 2003
Matthew Schaefer Skills
- Mutual Funds
- Hedge Funds
- Management
- Investments
- Series 63
- Alternative Investments
- Financial Advisory
- Marketing Strategy
- Sales
- Series 7
- Sales Presentations
- Marketing Communications
- Asset Managment
- Series 24
- Asset Management
- Equities
- Sales Management
Matthew Schaefer Summary
- Matthew Schaefer, based in Philadelphia, PA, US, is currently a Executive Director | J.P. Morgan Private Bank at J.P. Morgan Private Bank. Matthew Schaefer brings experience from previous roles at Goldman Sachs and The Hartford. Matthew Schaefer holds a 2000 - 2003 Bachelors of Arts in Finance; Economics @ James Madison University. With a robust skill set that includes Mutual Funds, Hedge Funds, Management, Investments, Series 63 and more. Matthew Schaefer has 2 emails and 1 mobile phone numbers on RocketReach.
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