Matt Ruffalo joined Clarfeld in early 2015. He's Head of Investment Solutions, overseeing all investment strategies across the institutional and ultra-high net worth client base. He's an active member of the firm's investment policy committee. Matt's previous roles with the bank include senior portfolio strategist and senior client relationship manager. He's an annual participant in the Play Like a Pro Charity event, benefiting the Band of Parents and the Garden of Dreams by raising money and awareness for childhood cancer.
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Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get started?
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Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM.
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This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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