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Matthew Borash Email & Phone Number

Senior Financial Advisor | Guiding Executives through Optimizing Stock Compensation & Retirement at Merrill Lynch Wealth Management
Location: Minneapolis, Minnesota, United States 1 work role 1 school
1 work email found @ml.com LinkedIn matched
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Role
Senior Financial Advisor | Guiding Executives through Optimizing Stock Compensation & Retirement
Location
Minneapolis, Minnesota, United States

Who is Matthew Borash? Overview

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Quick answer

Matthew Borash is listed as Senior Financial Advisor | Guiding Executives through Optimizing Stock Compensation & Retirement at Merrill Lynch Wealth Management, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Matthew Borash.

Matthew Borash previously worked as Financial Advisor at Merrill Lynch Wealth Management. Matthew Borash holds Bachelor'S Degree from University Of Minnesota Duluth.

Company email context

Email format at Merrill Lynch Wealth Management

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{first}.{last}@ml.com
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AeroLeads found 1 current-domain work email signal for Matthew Borash. Compare company email patterns before reaching out.

Profile bio

About Matthew Borash

There is a lot of pressure to obtain financial freedom and there are a million ways to achieve it. I'm exclusively speaking of the path executives take, incentivized by leadership and growth metrics, tied to the performance of their company's stock. You may be thinking, "My stock will help me build wealth faster and obtain financial freedom sooner, like it did for (….), right??" There's no easy answer to that question. The pursuit of financial freedom is about making smart decisions and knowing what your objectives are, as well as your risks. How much to I need? Am I overconcentrated? How much should I be saving? What are my vesting schedules and when can I sell? I have a framework used by executives to optimize stock compensation and devise a plan that is designed for growing and preserving their wealth – it is called Personal Wealth Analysis. If you're drained from the pressures of balancing work performance while tending to the pursuit of your financial freedom, then drop a note and let's have a conversation.

Listed skills include Business Exit Planning, Business Owner Planning, Personal Investments, Personal Retirement Strategies, and 21 others.

Current workplace

Matthew Borash's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Senior Financial Advisor | Guiding Executives through Optimizing Stock Compensation & Retirement
Website
AeroLeads page
1 role

Matthew Borash work experience

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Team & coworkers

Colleagues at Merrill Lynch Wealth Management

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1 education record

Matthew Borash education

  • University Of Minnesota Duluth
    University Of Minnesota Duluth
    Bachelor'S Degree
FAQ

Frequently asked questions about Matthew Borash

Quick answers generated from the profile data available on this page.

What company does Matthew Borash work for?

Matthew Borash works for Merrill Lynch Wealth Management.

What is Matthew Borash's role at Merrill Lynch Wealth Management?

Matthew Borash is listed as Senior Financial Advisor | Guiding Executives through Optimizing Stock Compensation & Retirement at Merrill Lynch Wealth Management.

What is Matthew Borash's email address?

AeroLeads has found 1 work email signal at @ml.com for Matthew Borash at Merrill Lynch Wealth Management.

Where is Matthew Borash based?

Matthew Borash is based in Minneapolis, Minnesota, United States while working with Merrill Lynch Wealth Management.

What companies has Matthew Borash worked for?

Matthew Borash has worked for Merrill Lynch Wealth Management.

Who are Matthew Borash's colleagues at Merrill Lynch Wealth Management?

Matthew Borash's colleagues at Merrill Lynch Wealth Management include Cathy Bouchard-Wong, Alex Freeland, Memet Aygun, Luisa Koch, and Gabi Bryan.

How can I contact Matthew Borash?

You can use AeroLeads to view verified contact signals for Matthew Borash at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Matthew Borash attend?

Matthew Borash holds Bachelor'S Degree from University Of Minnesota Duluth.

What skills is Matthew Borash known for?

Matthew Borash is listed with skills including Business Exit Planning, Business Owner Planning, Personal Investments, Personal Retirement Strategies, Business Planning Services, Multigenerational Wealth Planning, Working With Business Owners, and Wealth Strategy For Families Who Own A Business.

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