Courtney Pullen Email & Phone Number
Chief Learning Officer @ Matter Family Office
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Courtney Pullen Location
- Wheat Ridge, CO, US
Courtney Pullen Work
- 2024 -now Chief Learning Officer @
- 2016 -now Fellow @ Purposeful Planning Institute
- 2013 -now Member of Faculty @
- 2001 -now Advisor @ Sudden Money Institute
- 1998 -2024 Business Coach and Family Wealth Counselor @ Pullen Consulting Group, LLC
- 1992 -2024 Consultant @ Courtney Pullen
- 1992 -2024 President @ Pullen Consulting Group LLC
- 1992 -2024 President @ Pullen Consulting
- 2001 -2017 Senior Consultant @ Conversant Solutions Inc.
Courtney Pullen Education
- University of Northern Colorado
M.A. (Couseling Psychology)
1980-1982
Courtney Pullen Skills
- Strategic Financial Planning
- Wealth
- Wealth Management
- Estate Planning
- Retirement Planning
- Leadership Development
- Investment Management
- Strategic Planning
- Pensions
- Financial Advisory
- Mutual Funds
- Investment Advisory
- Business Coaching
- Coaching
- Asset Management
- Personal Finance
- Management Consulting
- Personal Financial Planning
- Wealth Management Services
- Investments
- Retirement
- Portfolio Management
- 401k
- Financial Planners
- Team Building
- Money
- Small Business
- Asset Allocation
- Public Speaking
- Executive Development
- Consulting
- Family Office
- Financial Planning
- Team Leadership
- Communication Skills
- Personal Financial
- Strategic Financial
Courtney Pullen Summary
- Courtney Pullen, based in Wheat Ridge, CO, US, is currently a Chief Learning Officer at Matter Family Office. Courtney Pullen brings experience from previous roles at Purposeful Planning Institute, The Legacy Companies, Sudden Money Institute and Pullen Consulting Group, LLC. Courtney Pullen holds a 1980 - 1982 M.A. in Couseling Psychology @ University of Northern Colorado. With a robust skill set that includes Strategic Financial Planning, Wealth, Wealth Management, Estate Planning, Retirement Planning and more. Courtney Pullen has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Matter Family Office Employees
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Denver, CO, US
Katherine Lintz
Founder, Managing Partner
St. Louis, MO, US
Tiffany Herrick
Managing Director
Denver, CO, US
David Dankmyer
Partner
St. Louis, MO, US
Kirby Ott
Partner and Managing Member
St. Louis, MO, US
Lauren Hebel
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Paul Custer
Managing Director of Accounting
Denver, CO, US
Drew McDonald
Managing Director
United States
Josh Bond
Managing Director
Denver, CO, US
Courtney Pullen
Chief Learning Officer
Wheat Ridge, CO, US
Ryan Blackburn
Partner and Managing Member
St. Louis, MO, US
Patti Peters
Chief Compliance Officer , Compliance and Business Consultant
Big Timber, MT, US
Luke Jernagan
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St. Louis, MO, US
Marlys Raycraft
Partner
Denver, CO, US
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