Matthew Cleary
Relationship Manager @Schwartz & Co
Detroit, MI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2025 — Present
Relationship Manager @Schwartz & Co
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Bloomfield Hills, MI, US
SKILLS
Microsoft ExcelFinancial StatementsRisk ManagementRelationship ManagementFoundationsFinancial ModelingDefined ContributionStrategic PlanningCharitable Gift AnnuitiesSales ManagementBudgetsFinanceTrust ServicesFinancial AnalysisAccount ManagementDue DiligenceTaxCharitable Remainder TrustsPension AdministrationCharitable TrustsMergers & Acquisitions
ABOUT MATTHEW CLEARY
Highly motivated and results-driven banking and relationship management professional
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