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
- Chief Learning Officer @ (December 2024 - Present)
- Fellow @ Purposeful Planning Institute (July 2016 - Present)
- Member of Faculty @ (September 2013 - Present)
- Advisor @ Sudden Money Institute (January 2001 - Present)
- Business Coach and Family Wealth Counselor @ Pullen Consulting Group, LLC (February 1998 - December 2024)
- Consultant @ Courtney Pullen (February 1992 - December 2024)
- President @ Pullen Consulting Group LLC (February 1992 - December 2024)
- President @ Pullen Consulting (January 1992 - December 2024)
- Senior Consultant @ Conversant Solutions Inc. (January 2001 - December 2017)
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 2 emails and 2 mobile phone numbers on RocketReach.
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