Matthew Haddad
Director, Senior Portfolio Manager at Dakota Wealth Management
Matthew Haddad's Professional Contact Details
Email (Verified)
Mobile Number (Verified)
HQ
+1561-774-8101
Location
Davidson, North Carolina
Company
Matthew Haddad's Current Company Details
Dakota Wealth Management is an independent wealth management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth...
Dakota Wealth Management is an independent wealth management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients. Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com
investment management
financial planning
estate planning
trust planning
tax planning
business consulting
executive consulting
legacy planning
retirement planning
management consulting
financial services
law practice
legal services
b2b
Matthew Haddad's Work History and Education
Willingdon Wealth Management has merged w/ Exencial Wealth Advisors June 2020
Portfolio Manager
2017 - 2020 • 2 years
Others Named Matthew Haddad
Business Development Manager at IdeaLayer®
Line Crewmember at Roots Natural Kitchen
Basketball Coach at Episcopal School of Jacksonville
Senior Grid Specialist at BayWa r.e. Australia & New Zealand
Manager, Commercial Operations at Werfen North America
Frequently Asked Questions about Matthew Haddad
What company does Matthew Haddad work for?
Matthew Haddad works for Dakota Wealth Management.What is Matthew Haddad's role at Dakota Wealth Management?
Matthew Haddad's role at Dakota Wealth Management is Director, Senior Portfolio Manager.What is Matthew Haddad's email address?
Matthew Haddad's email address is m**@dakotawm.com.What is Matthew Haddad's business email address?
Matthew Haddad's business email address is m**@dakotawm.com.What is Matthew Haddad's direct mobile number?
Matthew Haddad's direct mobile number is (425) XXX-XXXX.What is Matthew Haddad's HQ phone number?
Matthew Haddad's HQ phone number is +1561-774-8101.What industry does Matthew Haddad work in?
Matthew Haddad works in the Investment Management industry.Who are Matthew Haddad's colleagues?
Matthew Haddad's colleagues are Joshua Crossman, Marie Albin, Rusty Lacoss, Andrew Gerstner and more.Colleagues at Dakota Wealth Management
Prospect on LinkedIn
Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download Extension
"We love the interface, the experience, and most importantly… the results."
Erik Straub
Chief Marketing Officer, Kickfurther
"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."
Michael Transon
CEO, Victorious
Ready to try it out?
Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.