Duane Pellman Email & Phone Number

Financial Advisor @ Excel Wealth Management, LLC

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Duane Pellman Location

New Bern, NC, US

Duane Pellman Work

2019 - now Financial Advisor @ Excel Wealth Management, LLC
2016 - now Wealth Management Advisor @ Belpointe Asset Management
1996 - now Financial Advisor @ Advisor Financial Group, Inc.

2015 - 2016 Financial Advisor @ Principal Financial Group
2006 - 2009 Financial Advisor @ Lincoln Investment

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Duane Pellman Education

Robert Morris University - Pittsburgh
Finance (Finance)
1990 - 1994
The Ohio State University
Finance and Financial Management Services
1987 - 1988

Duane Pellman Skills

Finance
Management
Mergers & Acquisitions

Sales
New Business Development
Financial Services
Financial Advisory
Sales Management
Financial Analysis
Leadership

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Duane Pellman Summary

Duane Pellman, based in New Bern, NC, US, is currently a Financial Advisor at Excel Wealth Management, LLC. Duane Pellman brings experience from previous roles at Belpointe Asset Management LLC, Advisor Financial Group, Inc., Principal Financial Group and Lincoln Investment Planning. Duane Pellman holds a 1990 - 1994 Finance in Finance @ Robert Morris University - Pittsburgh. With a robust skill set that includes Finance, Management, Mergers & Acquisitions, Sales, New Business Development and more. Duane Pellman has 7 emails on RocketReach.

Duane Pellman Emails

Found 7 emails

Duane Pellman Phone Numbers

Found 6 phone numbers

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Top Excel Wealth Management, LLC Employees

Arpc Michael Lucco

Chief Executive Officer at Excel Wealth Management, LLC

Hartford, CT, US
1
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3
- 860462XXXX
- 860462XXXX
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Edward Baroncini

President and Chief Investment Officer at Excel Wealth Management, LLC

United States
3
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- gmail.com
- netzero.net
5+
- 860558XXXX
- 860209XXXX
- 860467XXXX
- 860295XXXX
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Duane Pellman

Financial Advisor at Excel Wealth Management, LLC

New Bern, NC, US
5+
- aol.com
- gmail.com
- comcast.net
- bellsouth.net
- yahoo.com
- lincolninvestment.com
- excelwm.com
5+
- 724348XXXX
- 724462XXXX
- 724348XXXX
- 724597XXXX
- 412510XXXX
- 704795XXXX
Paul Heyman

Financial Consultant at Excel Wealth Management, LLC

Glastonbury, CT, US
2
- finsvcs.com
- excelwm.com
2
- 860966XXXX
- 860871XXXX
Arpc Mark Bentley

401(k) Plan Financial Advisor at Excel Wealth Management, LLC

East Amwell Township, NJ, US
1
- excelwm.com
Adrian Disantagnese

Retirement Relationship Manager at Excel Wealth Management, LLC

Tampa, Florida, United States
3
- advance2000.com
- thepowerscompany.com
- excelwm.com
3
- 440279XXXX
- 585282XXXX
- 716631XXXX

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