Matthew Pullar Email & Phone Number
SVP-Partner @ Sequoia Financial Group
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Matthew Pullar Location
- Cleveland, OH, US
Matthew Pullar Work
- SVP-Partner @ (March 2018 - Present)
- Vice President-Huntington Private Bank @ (February 2013 - March 2018)
- Vice President and Senior Relationship Manager @ (January 2010 - January 2012)
- Financial Advisor @ Natcity Investments/PNC Investments (January 2008 - January 2010)
- Licensed Banker and Office Manager @ (January 2005 - January 2008)
- Financial Advisor @ (January 2003 - January 2005)
Matthew Pullar Education
- Wittenberg University
Bachelor of Arts (B.A.)
1999-2003
Matthew Pullar Skills
- Wealth Management
- Banking
- Holistic Financial Planning
- Succession Planning
- Estate Planning
- Credit
- Derivatives
- Insurance
- Portfolio Management
- Strategic Financial Planning
- Investments
- Retirement Planning
- Loans
- Mutual Funds
- Finance
- Financial Planning
- Asset Management
Matthew Pullar Summary
- Matthew Pullar, based in Cleveland, OH, US, is currently a SVP-Partner at Sequoia Financial Group. Matthew Pullar brings experience from previous roles at Huntington National Bank, PNC Wealth Management, Natcity Investments/PNC Investments and National City Bank. Matthew Pullar holds a 1999 - 2003 Bachelor of Arts (B.A.) @ Wittenberg University. With a robust skill set that includes Wealth Management, Banking, Holistic Financial Planning, Succession Planning, Estate Planning and more. Matthew Pullar has 2 emails and 1 mobile phone numbers on RocketReach.
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