Matan Stein

Managing Director, Private Wealth Advisor

Role: Managing Director at BMO Wealth Management - U.S.
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Managing Director
BMO Wealth Management - U.S.
Feb 2026 — Present

Skills

Banking
Risk Management
Credit
Financial Modeling
Microsoft Office
Sales
Series 63
Customer Service
Insurance
Financial Analysis
Finance
Microsoft Excel
Powerpoint
Management
Investments
Portfolio Management
Loans

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