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Matthew Waldman Location
Chicago, IL, US
Matthew Waldman Work
Director and Investments - Stifel @ (August 2016 - Present)
Trustee @ (January 2018 - January 2025)
Senior Vice President @ (July 2011 - August 2016)
Director @ (April 2005 - July 2011)
Senior Vice President @ (September 2000 - April 2005)
Senior Financial Consultant @ (September 1996 - September 2000)
Matthew Waldman Education
Boston College
B.A. (English/Philosophy)
1990-1994
Matthew Waldman Skills
Financial Reporting
Change Management
Finance
Wealth Management
Portfolio Management
Investments
Marketing
Strategy
Matthew Waldman Summary
Matthew Waldman, based in Chicago, IL, US, is currently a Director and Investments - Stifel at Stifel Financial Corp.. Matthew Waldman brings experience from previous roles at U.S. Olympic & Paralympic Foundation, UBS Wealth Management, Credit Suisse and Morgan Stanley. Matthew Waldman holds a 1990 - 1994 B.A. in English/Philosophy @ Boston College. With a robust skill set that includes Financial Reporting, Change Management, Finance, Wealth Management, Portfolio Management and more. Matthew Waldman has 2 emails and 2 mobile phone numbers on RocketReach.
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