Matthew Wallace Email & Phone Number
Executive Vice President, Chief Client Officer @ C.H. Dean, LLC
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Matthew Wallace Location
- Dayton, OH, US
Matthew Wallace Work
- 2021 -now Executive Vice President, Chief Client Officer @
- 2018 -2021 Vice President, Director of Investments and Retirement Plan Consulting @
- 2015 -2018 Director of Consulting Services, Vice President @
- 2013 -2015 Manager of Wealth Management Services @
- 2010 -2013 Senior Associate @
- 2008 -2010 Financial Consultant @
- 2008 -2008 Staff Accountant @
- 2006 -2007 Intern @
Matthew Wallace Education
- The Ensemble Practice
G2 Leadership Institute
2019-2020 - University of Dayton
Bachelor's of Science in Business Administration (Accounting and Finance)
2003-2007
Matthew Wallace Summary
- Matthew Wallace, based in Dayton, OH, US, is currently a Executive Vice President, Chief Client Officer at C.H. Dean, LLC. Matthew Wallace brings experience from previous roles at C.H. Dean, LLC. Matthew Wallace holds a 2019 - 2020 G2 Leadership Institute @ The Ensemble Practice. Matthew Wallace has 1 emails and 1 mobile phone numbers on RocketReach.
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Top C.H. Dean, LLC Employees
Stephen Miller
President and CEO
Dayton, OH, US
Pamala Miller
Executive VP, Chief Operating Officer
Dayton, OH, US
Andrea Miller
Manager, Accounting Services
Dayton, OH, US
Scott Denman
Manager, Client Services and Operations
Dayton, OH, US
Sue Kaskocsak
CEO of First Impressions
Dayton, OH, US
Lisa Gross
Manager, Corporate Accounting and Administration
Dayton, OH, US
Diann Snider
Senior Staff Accountant, Accounting Services
Dayton, OH, US
Amy Bishop
Manager Trading and Portfolio Administration
Dayton, OH, US
Tammy Doll
Client Service Associate
Dayton, OH, US
Zach Haberman
Associate Advisor
Dayton, OH, US
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