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Jeffrey Sokolowski

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Jeffrey Sokolowski

Managing Director - Wealth Management | StevenDouglas

New York, New York, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jeffrey Sokolowski

Work Experience

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Managing Director - Wealth Management at

StevenDouglas

January 2018 - Present

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Director, RIA and Investment Management at

Publicly Traded Recruiting Firm

January 2013 - January 2018

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Vice President, Financial Advisor at

Bernstein Private Wealth Management

May 2010 - December 2013

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Vice President at

Command Financial

May 1998 - April 2010

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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

mail

***********@stevendouglas.com

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Anthony Pami

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Bill Firing

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Craig Lewis

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Michael Mcgahey

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Alan Berger

Vice President, Human Resources Search

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