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Paul Gartner Email & Phone Number

Director, Regional Leader at TruStage Wealth Management Consulting Services at TruStage

Location: Sunbury, Ohio, United States 5 work roles 1 school

1 work email found @cunabrokerage.com LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

TruStage

Role

Director, Regional Leader at TruStage Wealth Management Consulting Services

Location

Sunbury, Ohio, United States

Who is Paul Gartner? Overview

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Quick answer

Paul Gartner is listed as Director, Regional Leader at TruStage Wealth Management Consulting Services at TruStage, based in Sunbury, Ohio, United States. AeroLeads shows a work email signal at cunabrokerage.com and a matched LinkedIn profile for Paul Gartner.

Paul Gartner previously worked as Director, Regional Program Leader at Trustage and Investment Program Consultant, Institution Services at Lpl Financial. Paul Gartner holds Bachelor'S Degree, Business Administration, Marketing from Miami University.

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Email format at TruStage

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{first}.{last}@cunabrokerage.com

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Profile bio

About Paul Gartner

Broad Wealth Management experience including Brokerage, Insurance, Asset Management, Trust and Private Banking. Thorough understanding of sales leadership, client experience, financial metrics, products and tools, operations and compliance. Embrace the importance of strong life skills as essential to success in addition to highly competent technical skills.Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677. Toll-free 800-369-2862. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CUNA Brokerage Services, inc. is a registered broker-dealer in all fifty states of the United States of America.FR-2932852.1-0120-0222

Listed skills include Wealth Management, Investments, Asset Management, Mutual Funds, and 14 others.

Current workplace

Paul Gartner's current company

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Trustage

Director, Regional Leader at TruStage Wealth Management Consulting Services

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Company profile

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5 roles

Paul Gartner work experience

A career timeline built from the work history available for this profile.

Director, Regional Program Leader

Current

Trustage

Columbus, Ohio Area

Supporting Credit Union investment programs, their leaders, advisors and members in achieving professional and financial success.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jan 2018 - Present

Investment Program Consultant, Institution Services

Lpl Financial

Consultant to Financial Institutions who utilize LPL Financial's platform, tools and expertise in investment and wealth management programs. Work with Investment Program Managers to drive strategies to grow revenue, improve program performance and profile and develop advisors.

Nov 2012 - Jan 2018

Senior Vice President

Huntington Investment Company

Columbus, Ohio Area

NATIONAL SALES MANAGER, Huntington Wealth Advisors (2010 – 2012)Member of Senior Leadership team that developed strategy unifying Trust, Asset Management, Brokerage, Insurance and Private Banking to create single delivery model in wealth segment.. NATIONAL SALES MANAGER Huntington Investment Company, (2003-2010)DIRECTOR Wealth Management Group Developed Wealth distribution arm of bank brokerage by partnering with Private Banking and Trust groups. REGIONAL SALES MANAGER, Huntington Investment Company, Cincinnati, OH (1998 – 2003)

Feb 1998 - Apr 2012

Vice President

Bank Of New Hampshire (Acquired By Td Bank)

Concord, Nh

RELATIONSHIP MANAGER & NEW BUSINESS DEVELOPMENT

Mar 1994 - Feb 1998

Avp, Relationship Management And New Business Development

Fleet Investment Services (Acquired By Bank Of America)

Manchester, Nh

Sep 1987 - Mar 1994

1 education record

Paul Gartner education

Miami University

Business Administration, Marketing

FAQ

Frequently asked questions about Paul Gartner

Quick answers generated from the profile data available on this page.

What company does Paul Gartner work for?

Paul Gartner works for TruStage.

What is Paul Gartner's role at TruStage?

Paul Gartner is listed as Director, Regional Leader at TruStage Wealth Management Consulting Services at TruStage.

What is Paul Gartner's email address?

AeroLeads has found 1 work email signal at @cunabrokerage.com for Paul Gartner at TruStage.

Where is Paul Gartner based?

Paul Gartner is based in Sunbury, Ohio, United States while working with TruStage.

What companies has Paul Gartner worked for?

Paul Gartner has worked for Trustage, Lpl Financial, Huntington Investment Company, Bank Of New Hampshire (Acquired By Td Bank), and Fleet Investment Services (Acquired By Bank Of America).

How can I contact Paul Gartner?

You can use AeroLeads to view verified contact signals for Paul Gartner at TruStage, including work email, phone, and LinkedIn data when available.

What schools did Paul Gartner attend?

Paul Gartner holds Bachelor'S Degree, Business Administration, Marketing from Miami University.

What skills is Paul Gartner known for?

Paul Gartner is listed with skills including Wealth Management, Investments, Asset Management, Mutual Funds, Private Banking, Relationship Management, Insurance, and Series 7.

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