Matthew Sopher, Cfp®

Matthew Sopher, Cfp® Email and Phone Number

Director of Client Relations and New Business Development @ Sopher Financial Group
metuchen, new jersey, united states
Matthew Sopher, Cfp®'s Location
Bradley Beach, New Jersey, United States, United States
Matthew Sopher, Cfp®'s Contact Details

Matthew Sopher, Cfp® work email

Matthew Sopher, Cfp® personal email

n/a
About Matthew Sopher, Cfp®

Matthew Sopher, Cfp® is a Director of Client Relations and New Business Development at Sopher Financial Group. He possess expertise in finance, microsoft excel, microsoft word, leadership, financial analysis and 19 more skills.

Matthew Sopher, Cfp®'s Current Company Details
Sopher Financial Group

Sopher Financial Group

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Director of Client Relations and New Business Development
metuchen, new jersey, united states
Website:
sopherfinancial.com
Employees:
2
Matthew Sopher, Cfp® Work Experience Details
  • Sopher Financial Group
    Director Of Client Relations And New Business Development
    Sopher Financial Group Jan 2022 - Present
    New Jersey, United States
    View
  • Kb Financial Companies, Llc
    Family Office Associate
    Kb Financial Companies, Llc Sep 2021 - Jan 2022
    Princeton, New Jersey, United States
    View
  • Morgan Stanley
    Assistant Vice President, Global Investment Office
    Morgan Stanley Jan 2020 - Sep 2021
    New York, New York
    View
  • Morgan Stanley
    Associate, Global Investment Office
    Morgan Stanley Jan 2019 - Jan 2020
    New York, New York
    View
  • Morgan Stanley
    Analyst, Global Investment Office
    Morgan Stanley Mar 2018 - Jan 2019
    Greater New York City Area
    View
  • Quest Diagnostic
    Financial Analyst - Financial Leadership Development Program
    Quest Diagnostic Jun 2017 - Mar 2018
    Secaucus, Nj
    View
  • Villanova School Of Business
    Finance Lab Intern
    Villanova School Of Business Sep 2016 - May 2017
    Villanova, Pa
    View
  • Quest Diagnostics
    Internal Audit Intern
    Quest Diagnostics May 2015 - Aug 2015
    Lyndhurst, New Jersey
  • Sopher Financial Group
    Financial Advisor Intern
    Sopher Financial Group Jun 2014 - Aug 2014
    Metuchen, New Jersey
    View

Matthew Sopher, Cfp® Skills

Finance Microsoft Excel Microsoft Word Leadership Financial Analysis Financial Planning Excel Models Customer Service Public Speaking Teamwork Bloomberg Terminal Data Analysis Ms Excel Pivot Tables Spanish Management Microsoft Office Microsoft Powerpoint Bloomberg Software Trend Analysis Macro Analysis Regression Analysis Macroeconomics Time Management African Dance

Matthew Sopher, Cfp® Education Details

Frequently Asked Questions about Matthew Sopher, Cfp®

What company does Matthew Sopher, Cfp® work for?

Matthew Sopher, Cfp® works for Sopher Financial Group

What is Matthew Sopher, Cfp®'s role at the current company?

Matthew Sopher, Cfp®'s current role is Director of Client Relations and New Business Development.

What is Matthew Sopher, Cfp®'s email address?

Matthew Sopher, Cfp®'s email address is ma****@****ley.com

What schools did Matthew Sopher, Cfp® attend?

Matthew Sopher, Cfp® attended Villanova University, Villanova University.

What are some of Matthew Sopher, Cfp®'s interests?

Matthew Sopher, Cfp® has interest in Skiing, Entrepreneurship, Investing, Private Wealth Management, Soccer, Snowboarding, Cooking, Finance, Stock Market, Stock Trading.

What skills is Matthew Sopher, Cfp® known for?

Matthew Sopher, Cfp® has skills like Finance, Microsoft Excel, Microsoft Word, Leadership, Financial Analysis, Financial Planning, Excel Models, Customer Service, Public Speaking, Teamwork, Bloomberg Terminal, Data Analysis.

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