Portfolio Evaluations, Inc. (PEI) Gains New Talent
Portfolio Evaluations, Inc. experiences growth and gains new talent in its Dallas office.
Warren, NJ, January 23, 2011 --(PR.com)-- At the start of 2011, Joseph Mattei joined PEI as a Senior Consultant based in Dallas, TX. He has more than 22 years of experience in the retirement industry, covering a wide spectrum of roles including Participant Education Consultant, Implementation Manager, Client Consultant, and Vice President.
In keeping with Portfolio Evaluations, Inc. philosophy, Joseph provides independent and unbiased advice, personalized solutions and the highest commitment to personal customer service.
Joseph earned a Bachelor of Science with a major in Finance from The Ohio State University in 1988. Joseph resides in Dallas, TX with his wife and two children.
Portfolio Evaluations, Inc. (PEI) offers fee-only advice to corporations, universities, unions, non-profits, endowments & foundations. In addition to a diverse client portfolio, PEI also offers a wide range of services backed by an in-house client services, research, and retirement plan search teams.
For additional information or a sample copy, contact:
Brooke May
Marketing Manager
Portfolio Evaluations, Inc.
15 Independence Boulevard, 4th Floor
Warren, NJ 07059
973-538-4347 (Phone)
973-538-0935 (Fax)
bmay@porteval.com
www.porteval.com
Portfolio Evaluations, Inc. (PEI) is a privately-owned independent, fee-only, full-service institutional investment consulting firm.
###
In keeping with Portfolio Evaluations, Inc. philosophy, Joseph provides independent and unbiased advice, personalized solutions and the highest commitment to personal customer service.
Joseph earned a Bachelor of Science with a major in Finance from The Ohio State University in 1988. Joseph resides in Dallas, TX with his wife and two children.
Portfolio Evaluations, Inc. (PEI) offers fee-only advice to corporations, universities, unions, non-profits, endowments & foundations. In addition to a diverse client portfolio, PEI also offers a wide range of services backed by an in-house client services, research, and retirement plan search teams.
For additional information or a sample copy, contact:
Brooke May
Marketing Manager
Portfolio Evaluations, Inc.
15 Independence Boulevard, 4th Floor
Warren, NJ 07059
973-538-4347 (Phone)
973-538-0935 (Fax)
bmay@porteval.com
www.porteval.com
Portfolio Evaluations, Inc. (PEI) is a privately-owned independent, fee-only, full-service institutional investment consulting firm.
###
Contact
Portfolio Evaluations, Inc.
Brooke May
973-538-4347
porteval.com
Contact
Brooke May
973-538-4347
porteval.com
Categories