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
- Executive Vice President, Chief Client Officer @ (December 2021 - Present)
- Vice President, Director of Investments and Retirement Plan Consulting @ (October 2018 - December 2021)
- Director of Consulting Services, Vice President @ (January 2015 - October 2018)
- Manager of Wealth Management Services @ (May 2013 - January 2015)
- Senior Associate @ (September 2010 - May 2013)
- Financial Consultant @ (September 2008 - September 2010)
- Staff Accountant @ (January 2008 - September 2008)
- Intern @ (January 2006 - April 2007)
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
Cory Miller
Director of Marketing
Dayton, OH, US
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
Amy Bishop
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Tammy Doll
Client Service Associate
Dayton, OH, US
Logan Miller
Accounting and Wealth Management
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Zach Haberman
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