Matthew Querze
Financial Planner, Investment Advisor, Retirement Plan Consultant
- Role
- Financial Planner, Investment Advisor, Retirement Plan Consultant at Querze Wealth Management
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
About Matthew Querze
Implementing a holistic approach to Financial Planning and Advising by strategically tailoring each business and individual\'s specific needs and goals in order to achieve financial and retirement success for our clients.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Planner, Investment Advisor, Retirement Plan Consultant
May 2019 — Present · New York, NY, US
Securities offered through LPL Financial Member FINRA/SIPC
Education
University of Connecticut
Bachelor's degree
Skills
- Cloud Computing
- Managed Services
- Co-Location
- Ip
- Account Management
- Mpls
- Solution Selling
- Channel
- Unified Communications
- Telecommunications
- Sales Management
- Ip Transit
- Saas
- Enterprise Software
- Entrepreneurship
- Selling
- Salesforce.com
- Sales
- Sales Process
- Networking
- Direct Sales
- Professional Services
- Lead Generation
- New Business Development
- Strategic Partnerships
- Management
- Sales Operations
- Business Development
- Channel Partners
- Integration
- Leadership
- Wireless
- Data Center
- Telephony
- Mobile Devices
- Sip
- Ethernet
- Internet Protocol (Ip)
- Software as a Service (Saas)
- Go-to-Market Strategy
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