Zonia Pullen Email & Phone Number
Senior Wealth Advisor @ Fluens Wealth
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Zonia Pullen Location
- Brownsville, TX, US
Zonia Pullen Work
- Senior Wealth Advisor @ (July 2026 - Present)
- Senior Wealth Advisor @ (April 2024 - July 2026)
- Financial Advisor @ GEF Financial Group (October 2012 - December 2018)
- Financial Advisor @ (January 2001 - January 2012)
- Branch Manager @ (December 1990 - December 1993)
Zonia Pullen Education
- St. Edward's University
Bachelor of Business Administration (B.B.A.) (Marketing/Management)
1976-1980
Zonia Pullen Skills
- Leadership
- Series 63
- Team Building
- Banking
- Public Speaking
- Retirement Planning
- Portfolio Management
- Investments
- Negotiation
- Finance
- Asset Allocation
- Strategic Planning
- Investment Advisory
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Microsoft Office
- Asset Management
- Customer Service
- Financial Analysis
- Management
- Options
- Series 7
- Securities
- Financial Advisory
- Management Consulting
- Financial Modeling
- Sales
- Communication
- Community Outreach
Zonia Pullen Summary
- Zonia Pullen, based in Brownsville, TX, US, is currently a Senior Wealth Advisor at Fluens Wealth. Zonia Pullen brings experience from previous roles at Excelsis Global Private Wealth, GEF Financial Group, Merrill Lynch and Wells Fargo. Zonia Pullen holds a 1976 - 1980 Bachelor of Business Administration (B.B.A.) in Marketing/Management @ St. Edward's University. With a robust skill set that includes Leadership, Series 63, Team Building, Banking, Public Speaking and more. Zonia Pullen has 1 mobile phone numbers on RocketReach.
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