Matt Shapiro
Compliance Manager - Private Wealth Management Branch Oversight | Senior Vice President at Baird
- Role
- Compliance Manager - Pwm Branch Oversight Senior Vice President at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Compliance Manager - Pwm Branch Oversight Senior Vice President
Jul 2020 — Present · Milwaukee, WI, US
Education
Hebron Academy
New England Prep School
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA)
Skills
- Financial Planning
- Portfolio Management
- Retirement Planning
- Equities
- Finance
- Retirement
- Series 7
- Financial Services
- Wealth Management
- Investments
- Investment Advisory
- Banking
- Mutual Funds
- Financial Advisory
- Risk Management
- Securities
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