MD
Matthew Dunn
Chief Compliance Officer at Sequoia Financial
View Matthew's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Oct 2022 - Present · 2 years and 3 months
Chief Compliance Officer
May 2023 - Present · 1 years and 8 months
Compliance Officer
Oct 2022 - May 2023 · 7 months
Strategic Compliance Design
Owner
Nov 2022 - May 2023 · 6 months
Company Details
51-200 Employees
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Year Founded
1991
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
3500 Embassy Parkway Akron, OH 44333, US
Keywords
Financial PlanningAsset ManagementEstate and Insurance PlanningFamily Office ServicesTrustee Support ServicesRetirement Planning
Discover More About Cleveland Clinic

Find verified contacts of Matthew Dunn in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.