Matt Sonnen
Creator at The Coo Society
Based in United States
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Seniority
Staff
Department
Advertising & Marketing
Location
United States
Industry
Financial Services
Company size
1
Contact information
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m•••••••@coosociety.com
Phone
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Background
About Matt Sonnen
Following in Mark Tibergien's footsteps, I am dedicated to promoting the need for professional management in the RIA industry. Through the COO Society, I look to provide RIA operations professionals coaching, courses, and community of like-minded individuals striving to run the most efficient RIAs in the country.In my day-to-day work as Chief Operating Officer of Coldstream Wealth Management, I manage all aspects of the firm's operational platforms to identify opportunities to scale and systematize processes ensuring capacity for the firm’s continued growth.
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