Matthew Lasker Email & Phone Number
@wingatewealthadvisors.com
2 phones found area 781
LinkedIn matched
Who is Matthew Lasker? Overview
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Matthew Lasker is listed as Partner and Financial Advisor at Wingate Wealth Advisors, a company with 31 employees, based in Wakefield, Massachusetts, United States. AeroLeads shows a work email signal at wingatewealthadvisors.com, phone signal with area code 781, and a matched LinkedIn profile for Matthew Lasker.
Matthew Lasker previously worked as Partner / Financial Advisor at Wingate Wealth Advisors and Senior Portfolio Administrator / Client Relationship Representative at State Street Bank. Matthew Lasker holds Certified Financial Planner, Cfp from College For Financial Planning.
Email format at Wingate Wealth Advisors
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AeroLeads found 1 current-domain work email signal for Matthew Lasker. Compare company email patterns before reaching out.
About Matthew Lasker
Articulate, knowledgeable, and results-centered financial Client Counselor with demonstrated expertise in development of diversified financial and investment strategies for families and individuals. Established reputation for relentless commitment to hard-won results for a broad range of unique financial goals and objectives. Leverage 18 years of investment experience coupled with strong talents in research analytics and related projects. Achieved rare distinction as one of Boston's FIVE STAR Wealth Managers.
Listed skills include Portfolio Management, Mutual Funds, Asset Allocation, Investments, and 12 others.
Matthew Lasker's current company
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Matthew Lasker work experience
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Partner / Financial Advisor
Current2012 to Current: Partner2006 to Current: Financial Advisor2002 to 2005: Investment Research Analyst1999 to 2002: Operations & Trading- Renowned throughout entire tenure for the ability to create genuine, trust-based, and highly-communicative relationships that facilitate foundations for long-term financial prosperity; lead advisor and key facilitator for.
Senior Portfolio Administrator / Client Relationship Representative
- Operated out of the mutual fund custody division of State Street; managed, directed, and/or conducted daily pricing processes, and served as point of contact for 2 major global mutual fund groups (Citibank, Brown Brothers Harriman).- Orchestrated trade settlements; determined securities pricing and reconciled daily cash flow.
Teller
Colleagues at Wingate Wealth Advisors
Other employees you can reach at wingatewealthadvisors.com. View company contacts for 31 employees →
Jenifer Cannon
Colleague at Wingate Wealth Advisors
Reading, Massachusetts, United States, United States
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CK
Carol Khouri Cfp®, Cdfa™, Ceft™
Colleague at Wingate Wealth Advisors
Greater Boston, United States
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TM
Timothy Mullin
Colleague at Wingate Wealth Advisors
Greater Boston, United States
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CN
Carol Newman, Iaccp®
Colleague at Wingate Wealth Advisors
Lexington, Massachusetts, United States, United States
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AV
Arthur Von Der Linden
Colleague at Wingate Wealth Advisors
Windham, New Hampshire, United States, United States
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LD
Lianna Deprey
Colleague at Wingate Wealth Advisors
Lexington, Massachusetts, United States, United States
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CW
Cara Whipkey, Fpqp®
Colleague at Wingate Wealth Advisors
Greater Boston, United States
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JE
Joe Evangelista
Colleague at Wingate Wealth Advisors
Winthrop, Massachusetts, United States, United States
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AV
Art Von Der Linden
Colleague at Wingate Wealth Advisors
Lexington, Massachusetts, United States, United States
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JT
Jeff Thompson
Colleague at Wingate Wealth Advisors
Greater Boston, United States
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Matthew Lasker education
Certified Financial Planner, Cfp
Bachelor Of Arts (B.A.), History
Frequently asked questions about Matthew Lasker
Quick answers generated from the profile data available on this page.
What company does Matthew Lasker work for?
Matthew Lasker works for Wingate Wealth Advisors.
What is Matthew Lasker's role at Wingate Wealth Advisors?
Matthew Lasker is listed as Partner and Financial Advisor at Wingate Wealth Advisors.
What is Matthew Lasker's email address?
AeroLeads has found 1 work email signal at @wingatewealthadvisors.com for Matthew Lasker at Wingate Wealth Advisors.
What is Matthew Lasker's phone number?
AeroLeads has found 2 phone signal(s) with area code 781 for Matthew Lasker at Wingate Wealth Advisors.
Where is Matthew Lasker based?
Matthew Lasker is based in Wakefield, Massachusetts, United States while working with Wingate Wealth Advisors.
What companies has Matthew Lasker worked for?
Matthew Lasker has worked for Wingate Wealth Advisors, State Street Bank, and Bay Bank.
Who are Matthew Lasker's colleagues at Wingate Wealth Advisors?
Matthew Lasker's colleagues at Wingate Wealth Advisors include Jenifer Cannon, Carol Khouri Cfp®, Cdfa™, Ceft™, Timothy Mullin, Carol Newman, Iaccp®, and Arthur Von Der Linden.
How can I contact Matthew Lasker?
You can use AeroLeads to view verified contact signals for Matthew Lasker at Wingate Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Matthew Lasker attend?
Matthew Lasker holds Certified Financial Planner, Cfp from College For Financial Planning.
What skills is Matthew Lasker known for?
Matthew Lasker is listed with skills including Portfolio Management, Mutual Funds, Asset Allocation, Investments, Financial Advisory, Strategic Financial Planning, Investment Strategies, and Financial Services.
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