Matthew Berkowitz

Matthew Berkowitz Email and Phone Number

Founder and Principal Consultant @ AllSet PEO Consultants
United States
Matthew Berkowitz's Location
New York City Metropolitan Area, United States, United States
Matthew Berkowitz's Contact Details
About Matthew Berkowitz

As a Business Advisor at G&A Partners, I help small and medium-sized businesses achieve their goals by providing them with comprehensive and customized PEO and HR services. With over 18 years of sales experience in various industries, I have developed a strong track record of identifying potential clients, creating new business opportunities, and closing deals with executive-level decision makers.My core competencies include cross-functional collaboration, relationship building, developing new opportunities, and delivering exceptional results. I am passionate about solving complex challenges and creating value for my customers through innovative and tailored solutions. I enjoy working with a diverse and talented team at G&A Partners, where I contribute to the company's mission of empowering businesses to grow and succeed.

Matthew Berkowitz's Current Company Details
AllSet PEO Consultants

Allset Peo Consultants

View
Founder and Principal Consultant
United States
Matthew Berkowitz Work Experience Details
  • Allset Peo Consultants
    Founder And Principal Consultant
    Allset Peo Consultants
    United States
  • G&A Partners
    Business Advisor
    G&A Partners Jan 2024 - Present
    Houston, Texas, Us
    In my role as a Business Advisor at G&A, I am responsible for identifying potential clients, developing new business opportunities, and selling our HR & PEO services to small and medium-sized businesses.
  • Realpage, Inc.
    Investment Management Account Executive
    Realpage, Inc. 2023 - Feb 2024
    Richardson, Texas, Us
  • Skuid
    Senior Account Executive
    Skuid 2022 - 2023
    Bellevue, Washington, Us
    Part of company-wide Layoff in January 2023Skuid enables businesses to rapidly deploy people-centric applications on Salesforce and other mission critical applications with little to no code and award winning user experiences.Focused on:Sales Methodology and Pipeline applications within Salesforce.Improving candidate experience within Workday, Brassring, and Taleo.
  • Juniper Square
    Account Executive
    Juniper Square 2021 - 2022
    San Francisco, California, Us
    Founded in 2014, Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Designed specifically for real estate, Juniper Square is trusted by hundreds of investment sponsors to manage more than 14,000 real estate investments.By using Juniper Square, clients such as Tishman Speyer, Rockpoint, and Beacon Capital improve investor satisfaction, boost fundraising productivity, and save time and money on investment operations. Juniper Square is based in San Francisco, CA and Austin, TX, and has quickly become the leader in real estate investment management software. Learn more at junipersquare.com.
  • Intralinks
    Account Executive - Alternative Investments
    Intralinks Jun 2018 - Jan 2021
    New York, Us
    Intralinks is a leading financial technology provider for the global banking, deal making and capital markets communities. As pioneers of the virtual data room, Intralinks enables and secures the flow of information facilitating strategic initiatives such as mergers and acquisitions, capital raising and investor reporting. In its 20-year history Intralinks has earned the trust and business of more than 99 percent of the Global Fortune 1000 and has executed over $34.7 trillion worth of financial transactions on its platform
  • Dealpath
    Account Executive
    Dealpath 2021 - 2021
    San Francisco, Ca, Us
    Dealpath has pioneered Real Estate Deal Management by creating the leading intelligent software solution for investment management firms, empowering their smart investment decisions with data-driven insights and digital collaboration. We’re creating an industry-defining company to accelerate the largest asset class in the world into the future.Our company is led by an experienced team and backed by a combination of top tier venture capital firms and strategic industry partners including: Nasdaq Ventures, Blackstone, 8VC, JLL, WTI, GreenSoil Investments, LeFrak, Milstein, and Bechtel.
  • Coadvantage
    Account Executive
    Coadvantage 2017 - 2018
    Bradenton, Florida, Us
    Human resource management is vital to every small business, and you can rely on CoAdvantage to handle your core HR functions using our suite of fully integrated solutions. An outsourcing partnership with CoAdvantage provides you with a team of consultants and specialists to manage your payroll processing, benefit administration, risk management and employee development. We strive to accommodate the particular needs of your company and workforce, leaving you more time to focus on growth.
  • Adp, Llc
    Major Accounts District Manager / Account Executive
    Adp, Llc 2014 - 2017
    Roseland, New Jersey, Us
    Workforce Management Consultant representing key business solutions and technologies to assist businesses in: attracting/retaining talented workers, controlling benefit related costs, reducing labor-related costs, and ensuring HR and tax compliance
  • Various Companies
    Internal Wholsaler
    Various Companies 2007 - 2014
    Greenwich, Ct, Us
    W.P. Carey, New York, NY | HSBC Global Asset ManagementPrudential Investments | AXA EquitableWorked in tandem with external wholesalers to set appointments, run meetings, and assist with the closing of deals. Increased sales and built relationships with financial professionals selling variable annuities, mutual funds and non traded REITs throughout my career as an internal wholesaler.Learned various sales techniques related to cold calling, emails, and presenting in a virtual setting.

Matthew Berkowitz Skills

Mutual Funds Investments Finance Management Sales Equities Series 63 Retirement Series 7 Alternative Investments Financial Advisory 401k Fixed Annuities Asset Allocation Retirement Planning Leadership Series 6 Securities Customer Service Finra Wealth Management Asset Management Relationship Building Life Insurance Etfs Marketing Strategic Planning Human Resources Variable Annuities Asset Managment Trading Strategy Financial Services Microsoft Office Customer Relationship Management Salesforce.com Microsoft Excel Microsoft Word Microsoft Powerpoint Microsoft Outlook Social Media

Matthew Berkowitz Education Details

  • New York University
    New York University
    Economics; Business/ Psychology
  • Susan Wagner High School
    Susan Wagner High School
    Honors/Regents High School/Secondary Diploma Program

Frequently Asked Questions about Matthew Berkowitz

What company does Matthew Berkowitz work for?

Matthew Berkowitz works for Allset Peo Consultants

What is Matthew Berkowitz's role at the current company?

Matthew Berkowitz's current role is Founder and Principal Consultant.

What is Matthew Berkowitz's email address?

Matthew Berkowitz's email address is ma****@****uid.com

What is Matthew Berkowitz's direct phone number?

Matthew Berkowitz's direct phone number is (813) 935*****

What schools did Matthew Berkowitz attend?

Matthew Berkowitz attended New York University, Susan Wagner High School.

What skills is Matthew Berkowitz known for?

Matthew Berkowitz has skills like Mutual Funds, Investments, Finance, Management, Sales, Equities, Series 63, Retirement, Series 7, Alternative Investments, Financial Advisory, 401k.

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