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Jeffrey Sokolowski
Jeffrey Sokolowski
Managing Director - Wealth Management | StevenDouglas
New York, New York, United States
Jeffrey Sokolowski
Summary
Jeffrey Sokolowski is a seasoned professional in Private Wealth Management with over 25 years of experience in account management, business development, and strategic planning. Currently serving as Managing Director at Stevendouglas, he excels in representing top investment managers and family offices, focusing on business development and client services. His previous roles include Vice President at Bernstein Private Wealth Management, where he leveraged proprietary analytical models to assist affluent clients with complex financial planning. Jeffrey has a strong background in software publishing and management consulting, which enhances his approach to wealth management. He is passionate about building strategic partnerships and has a proven track record in mergers and acquisitions. His educational background includes a degree from the State University of New York College at Oswego. Jeffrey's ability to navigate the complexities of wealth management makes him a valuable asset in the financial services industry.
Jeffrey Sokolowski
Work Experience
Managing Director - Wealth Management at
StevenDouglas
January 2018 - Present
Director, RIA and Investment Management at
Publicly Traded Recruiting Firm
January 2013 - January 2018
Vice President, Financial Advisor at
Bernstein Private Wealth Management
May 2010 - December 2013
Vice President at
Command Financial
May 1998 - April 2010
Jeffrey Sokolowski
Education
Frequently Asked Questions about Jeffrey Sokolowski
What is Jeffrey Sokolowski email address?
Jeffrey Sokolowski's primary email address is ***********@stevendouglas.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jeffrey Sokolowski work for?
Jeffrey Sokolowski is a Managing Director - Wealth Management at StevenDouglas, a company specializing in Management consulting services.
Where Jeffrey Sokolowski graduated from?
Jeffrey Sokolowski holds a degree in from State University of New York at Oswego.
How can I directly contact Jeffrey Sokolowski?
To contact Jeffrey Sokolowski directly, you can use the email address ***********@stevendouglas.com. Complete contact information is available upon registration with Muraena.
Who is Jeffrey Sokolowski?
Jeffrey Sokolowski is a seasoned professional in Private Wealth Management with over 25 years of experience in account management, business development, and strategic planning. Currently serving as Managing Director at Stevendouglas, he excels in representing top investment managers and family offices, focusing on business development and client services. His previous roles include Vice President at Bernstein Private Wealth Management, where he leveraged proprietary analytical models to assist affluent clients with complex financial planning. Jeffrey has a strong background in software publishing and management consulting, which enhances his approach to wealth management. He is passionate about building strategic partnerships and has a proven track record in mergers and acquisitions. His educational background includes a degree from the State University of New York College at Oswego. Jeffrey's ability to navigate the complexities of wealth management makes him a valuable asset in the financial services industry.
Jeffrey`s contact details
***********@stevendouglas.com
Colleagues
Managing Director, Interim Resources
Managing Director - Financial Services Search
Managing Director- Finance and Accounting Search
Managing Director
Vice President - Executive Search
SVP - Interim Resources Division
VP, Wealth Management Specialist, Executive Recruiter
Vice President, Human Resources Search