Resumes
Resumes
Director-Investments
View pageLocation:
23815 east Groveland Rd, Beachwood, OH 44122
Industry:
Financial Services
Work:
Oppenheimer & Co. Inc.
Director-Investments
Director-Investments
Education:
The Ohio State University 1980 - 1982
Bachelors, Bachelor of Science In Business Administration, Business Tulane University 1977 - 1980
Shaker Heights High School
The Ohio State University
Bachelors, Bachelor of Science, Business Administration
Bachelors, Bachelor of Science In Business Administration, Business Tulane University 1977 - 1980
Shaker Heights High School
The Ohio State University
Bachelors, Bachelor of Science, Business Administration
Skills:
Financial Advisory
Securities
Tax Efficient Strategies
401 Rollovers
Investments
Retirement Savings
Fixed Income Strategies
Asset Allocation
Insurance
Wealth Management
Wealth Management Services
Securities
Tax Efficient Strategies
401 Rollovers
Investments
Retirement Savings
Fixed Income Strategies
Asset Allocation
Insurance
Wealth Management
Wealth Management Services