Paul Breen
AeroLeads people directory · profile

Paul Breen Email & Phone Number

Senior Director at Sequoia Financial Group
Location: Columbus, Ohio, United States 5 work roles 2 schools
1 work email found @sequoia-financial.com 2 phones found area 614 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email p****@sequoia-financial.com
Direct phone (614) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Sequoia Financial Group
Role
Senior Director
Location
Columbus, Ohio, United States
Company size
90 employees

Who is Paul Breen? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Paul Breen is listed as Senior Director at Sequoia Financial Group, a company with 90 employees, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at sequoia-financial.com, phone signal with area code 614, and a matched LinkedIn profile for Paul Breen.

Paul Breen previously worked as Managing Partner at Wealthstone Tax Advisors and Treasurer at Wealthstone, Inc.. Paul Breen holds Ba, Accounting from University Of Notre Dame.

Company email context

Email format at Sequoia Financial Group

This section adds company-level context without repeating Paul Breen's masked contact details.

{first_initial}{last}@sequoia-financial.com
89% confidence

AeroLeads found 1 current-domain work email signal for Paul Breen. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Paul Breen

Experienced Treasurer with a demonstrated history of working in the financial services industry. Skilled in Tax Preparation, Accounting, Retirement Planning, Financial Accounting, and Financial Reporting. Strong finance professional with a BA in Accounting focused in Accounting from Univ. of Notre Dame. --The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.

Listed skills include Financial Analysis, Financial Modeling, Retirement Planning, Financial Reporting, and 7 others.

Current workplace

Paul Breen's current company

Company context helps verify the profile and gives searchers a useful next step.

Sequoia Financial Group
Sequoia Financial Group
Senior Director
akron, ohio, united states
Website
sequoia-financial.com
Employees
90
AeroLeads page
Company profile
View company profile Email format
5 roles · 45 years

Paul Breen work experience

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

Managing Partner

Wealthstone Tax Advisors

Treasurer

Wealthstone, Inc.

Describe your position

1981 - Jul 2021

Senior Financial Consultant And Treasurer

Wealthstone, Inc.

Columbus, Ohio Area

Senior financial consultant quarterbacking comprehensive financial planning for individuals and companies, including asset management and tax planning and compliance services.

Aug 1981 - Jun 2021

Tax Manager

Kpmg Peat Marwick

In charge of tax planning and compliance services for both individual and various entiites.

Jun 1973 - Aug 1981
Team & coworkers

Colleagues at Sequoia Financial Group

Other employees you can reach at sequoia-financial.com. View company contacts for 90 employees →

NF Naomi Fast Naomi Fast Colleague at Sequoia Financial GroupTallmadge, Ohio, United States, United States View → DJ Donna Jackson Donna Jackson Colleague at Sequoia Financial GroupGreater Cleveland, United States View → SB Shane Bobbitt Shane Bobbitt Colleague at Sequoia Financial GroupBeaufort, South Carolina, United States, United States View → JL Jennifer L. Koch Jennifer L. Koch Colleague at Sequoia Financial GroupCleveland, Ohio, United States, United States View → GK Gerry Knotek, Cfp®, Cpa/Pfs, Cgma®, Iaccp® Gerry Knotek, Cfp®, Cpa/Pfs, Cgma®, Iaccp® Colleague at Sequoia Financial GroupRichfield, Ohio, United States, United States View → MS Michael S. Orfe, Cfa Michael S. Orfe, Cfa Colleague at Sequoia Financial GroupBerwyn, Pennsylvania, United States, United States View → RT Ryan Tomer, Cfp®, Ctfa Ryan Tomer, Cfp®, Ctfa Colleague at Sequoia Financial GroupGreater Tampa Bay Area, United States View → MS Mike Spangler, Cfp®, Awma® Mike Spangler, Cfp®, Awma® Colleague at Sequoia Financial GroupAkron, Ohio, United States, United States View → RF Ryan Flatt Ryan Flatt Colleague at Sequoia Financial GroupUniontown, Ohio, United States, United States View → RM Rachel Ma Rachel Ma Colleague at Sequoia Financial GroupMelbourne, Victoria, Australia, Australia View →
2 education records

Paul Breen education

Ba In Accounting, Accounting, Summa Cum Laude

Univ. Of Notre Dame
FAQ

Frequently asked questions about Paul Breen

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

What company does Paul Breen work for?

Paul Breen works for Sequoia Financial Group.

What is Paul Breen's role at Sequoia Financial Group?

Paul Breen is listed as Senior Director at Sequoia Financial Group.

What is Paul Breen's email address?

AeroLeads has found 1 work email signal at @sequoia-financial.com for Paul Breen at Sequoia Financial Group.

What is Paul Breen's phone number?

AeroLeads has found 2 phone signal(s) with area code 614 for Paul Breen at Sequoia Financial Group.

Where is Paul Breen based?

Paul Breen is based in Columbus, Ohio, United States while working with Sequoia Financial Group.

What companies has Paul Breen worked for?

Paul Breen has worked for Sequoia Financial Group, Wealthstone Tax Advisors, Wealthstone, Inc., and Kpmg Peat Marwick.

Who are Paul Breen's colleagues at Sequoia Financial Group?

Paul Breen's colleagues at Sequoia Financial Group include Naomi Fast, Donna Jackson, Shane Bobbitt, Jennifer L. Koch, and Gerry Knotek, Cfp®, Cpa/Pfs, Cgma®, Iaccp®.

How can I contact Paul Breen?

You can use AeroLeads to view verified contact signals for Paul Breen at Sequoia Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Paul Breen attend?

Paul Breen holds Ba, Accounting from University Of Notre Dame.

What skills is Paul Breen known for?

Paul Breen is listed with skills including Financial Analysis, Financial Modeling, Retirement Planning, Financial Reporting, Cpa, Accounting, Business Valuation, and Auditing.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Paul Breen you were looking for.

Paul Breen
Paul Breen
Vp Playback @ Sphere Entertainmenttechnology + People = Success
Burbank, Ca
3 email domains
Paul Breen
Paul Breen
Director Of Facilities Management And Planning At Mount Holyoke College
Amherst, Ma
2 email domains
View similar profiles