Matthew Cleary Email & Phone Number
Relationship Manager @ Schwartz & Co.
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Matthew Cleary Location
- Detroit, MI, US
Matthew Cleary Work
- Relationship Manager @ (June 2025 - Present)
- Senior Manager, Family Office Services, Private Client Services @ (November 2024 - March 2025)
- Vice President, Institutional Relationship Manager @ (September 2022 - March 2024)
- Vice President, Trust and Estate Tax Manager @ (September 2019 - November 2022)
- Vice President - Trust Advisor @ (August 2015 - September 2019)
- Account Manager @ (May 2014 - July 2015)
- Officer @ (April 2008 - May 2014)
Matthew Cleary Education
- Western Michigan University - Haworth College of Business 2001-2005
Matthew Cleary Skills
- Account Management
- Accounting
- Budgets
- Business Development
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Charitable Trusts
- Client Relations
- Communication
- Defined Contribution
- Donor Advised Funds
- Due Diligence
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Statements
- Foundations
- Global Client Management
- Institutional Trust
- Management
- Mergers & Acquisitions
- Microsoft Excel
- Pension Administration
- Personal Trust Administration
- Presentation Skills
- Procurement
- Relationship Management
- Risk Management
- Sales
- Sales Management
- Strategic Planning
- Tax
- Team Leadership
- Trust Services
- Trust Tax
- Vendor Management
- Mergers and Acquisitions
- Banking
- Returns
- Auditing
- Regulations
- Code
- Training and Development
- Trust
- Net
- Fortune 500
- Client Services
- Business Services
- Tests
- Asset Allocation
- Wealth Management
- Account Reconciliation
- Equities
- Corporate Tax
- Team Oriented
- Balance Sheet
- Waste Management
- Business Administration
- Acquisitions
- Facilitation
- Asset
- 1099's
- Organizational Structure
- Transaction Processing
- Municipalities
- Financial Transactions
- Client Presentation
- Advocate
- Billings
- Tax Returns
- Partnerships
- REIT
- Chicago
- Income
- Investment Properties
- Responsibility
- Internal Audit
Matthew Cleary Summary
- Matthew Cleary, based in Detroit, MI, US, is currently a Relationship Manager at Schwartz & Co.. Matthew Cleary brings experience from previous roles at BDO USA and Comerica Bank. Matthew Cleary holds a 2001 - 2005 Western Michigan University - Haworth College of Business. With a robust skill set that includes Account Management, Accounting, Budgets, Business Development, Charitable Gift Annuities and more. Matthew Cleary has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Schwartz & Co. Employees
Matt Miller
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Nicole Hoag
Director of Client Services
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Gregory Schwartz
Chairman of the Board
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Edward Schwartz
President
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McKenzie Burns
Controller
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Walter Schwartz
Principal
Detroit, MI, US
Ryan Reed
Registered Representative
Detroit, MI, US
Laura Powers
CFO
Detroit, MI, US
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