Position:
President at Pullen Consulting, President at Pullen Consulting Group LLC, Advisor at Sudden Money Institute, Senior Consultant at Conversant Solutions Inc., Business Coach/Family Wealth Counselor at Pullen Consulting Group, LLC
Work:
Pullen Consulting
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President
Pullen Consulting Group LLC
since Feb 2009
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President
Sudden Money Institute
since 2001
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Advisor
Conversant Solutions Inc.
since 2001
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Senior Consultant
Pullen Consulting Group, LLC
since Feb 1998
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Business Coach/Family Wealth Counselor
Courtney Pullen
Feb 1992 - Feb 1998
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Consultant
Education:
University of Northern Colorado 1980 - 1982
M.A., Couseling Psychology
Skills:
Strategic Financial Planning, Wealth, Wealth Management, Estate Planning, Retirement Planning, Leadership Development, Investment Management, Strategic Planning, Pensions, Financial Advisory, Mutual Funds, Investment Advisory, Business Coaching, Coaching, Asset Management, Personal Finance, Management Consulting, Personal Financial Planning, Wealth Management Services, Investments, Retirement, Portfolio Management, 401k, Financial Planners, Team Building, Money, Small Business, Asset Allocation, Public Speaking