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)
- Tax Accountant @ (June 2006 - April 2008)
Matthew Cleary Education
- western michigan university - haworth college of business 2001-2005
Matthew Cleary Skills
- Due Diligence
- Tax
- Financial Modeling
- Relationship Management
- Account Management
- Financial Analysis
- Financial Statements
- Strategic Planning
- Finance
- Microsoft Excel
- Risk Management
- Budgets
- Defined Contribution
- Pension Administration
- Mergers & Acquisitions
- Sales Management
- Charitable Trusts
- Foundations
- Charitable Gift Annuities
- Mergers and Acquisitions
- Charitable Remainder Trusts
- Banking
- Trust Services
- Returns
- Auditing
- Regulations
- Accounting
- 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
- Management
- 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 Due Diligence, Tax, Financial Modeling, Relationship Management, Account Management and more. Matthew Cleary has 3 emails and 2 mobile phone numbers on RocketReach.
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