Cedar Brook Financial Partners

Description

Address: 200, 5885 Landerbrook Dr, Cleveland, OH 44124 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (440) 683-9200Category: Website: : : : : Place name: : : Website: http://www.cedarbrookfinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cedar Brook Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review

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Cedar Brook Financial Partners Employees

Employee
Years
Job
Industry
Ryan Kuhel Ryan Kuhel Greater New York City Area Details
Ryan Kuhel's Cedar Brook Financial Partners Experience July 2009 - August 2009
Job Connecting Marketers with Professionals | LinkedIn
Industry Internet
Experience
LinkedIn  March 2015 - Present
LinkedIn  July 2014 - February 2015
Metamorphic Ventures  February 2014 - May 2014
Hublished   August 2011 - February 2014
NYU Stern School of Business  January 2013 - May 2013
Alpha Epsilon Pi  January 2011 - January 2012
WeCookSocial   June 2011 - 2012
Cedar Brook Financial Partners   July 2009 - August 2009
Contempo Cuisine   January 2008 - 2009

Skills
Social Media, Public Speaking, Web Development, Adobe Creative Suite, Marketing Strategy, Ruby on Rails, JavaScript, HTML 5, Ruby, PHP, MySQL, PostgreSQL, CSS3, OmniGraffle, Wireframes, Fundraising, Content Marketing, Webinars, Content Strategy, Pivotal Tracker, Test Driven Development, Entrepreneurship, CSS, Start-ups, Social Media Marketing, Blogging, Microsoft Office, Digital Media, HTML, SEO, HTML5, Photoshop

Education
New York University   2010 — 2014
Bachelor's Degree

Brandeis University

General Assembly   2013 — 2013

FMS

John Mark Tichar John Mark Tichar Cleveland/Akron, Ohio Area Details
John Mark Tichar's Cedar Brook Financial Partners Experience November 2009 - November 2010
Job Risk Management Consultant I Exclusive Asset Protection I Supports Global Real Estate Owners
Industry Insurance
Experience
Oswald Companies  November 2010 - Present
Midday Toastmasters Club   October 2009 - July 2011
Cedar Brook Financial Partners   November 2009 - November 2010
Eckburg & Bates Agency, Inc.   February 2009 - October 2009
Woodfield Homes of Illinois, Inc.   May 2005 - April 2009

Skills
Risk Management, Leadership, Insurance, Sales, Business Development, Finance, Property & Casualty..., Entrepreneurship, Employee Benefits, Strategic Planning, Underwriting, Health Insurance, Real Estate, Investments, Commercial Insurance, Enterprise Risk..., Property Claims, Commercial Real Estate

Education
John Carroll University   2001 — 2005
Bachelor of Arts & Sciences

Jon Arntz Jon Arntz West Bloomfield, Michigan Details
Jon Arntz's Cedar Brook Financial Partners Experience November 2011 - Present
Job Partner at Cedar Brook Financial Partners, Recovering Engineer, and last but not least, husband and father of 9
Industry Financial Services
Experience
Cedar Brook Financial Partners   November 2011 - Present
Volunteer  1998 - Present
The Professional Advisor Group, LLC   March 2001 - Present
Securities America, Inc. Member FINRA/SIPC   2002 - Present
Arntz Investment Management, LLC   October 1998 - March 2001
Aetna Financial Services  August 1991 - October 1998
Premark International (Hobart, Tupperware, Wilsonart, West Bend)   1990 - 1991
Electrolux  1988 - 1990
Fruehauf  1985 - 1987

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Public Speaking, Financial Advisory, Investment Advisory, Estate Planning, Insurance, Retirement, Mutual Funds, Securities, Financial Services, Asset Management, Portfolio Management

Education
College for Financial Planning   1994 — 1996
CFP professional, Retirement, Estate, & Tax Planning; Investment Management; Insurance; Executive & Employee Benefits

Oakland University   1994 — 1995
Certified Financial Planner, Comprehensive Financial Planning

Michigan Technological University   1980 — 1985
Bachelor of Science (BS), Metallurgical Engineering

Jeanette M. Friend Jeanette M. Friend Naples, Florida Area Details
Jeanette M. Friend's Cedar Brook Financial Partners Experience March 2012 - December 2012
Job Senior Lifestyle Counselor at Aston Gardens, Pelican Marsh
Industry Financial Services
Experience
Aston Gardens, Pelican Marsh  March 2014 - Present
Barrington Terrace Assisted Living & Memory Care Residence   January 2013 - March 2014
Cedar Brook Financial Partners   March 2012 - December 2012
Royal Palms Health & Home Concierge   September 2009 - March 2012
Omni Hotels  January 2006 - July 2008
Woodhouse Auto Family  August 2002 - December 2005
Woodhouse Auto Family  August 2002 - December 2005
Sorvive Technologies, Inc.   December 2000 - April 2002
plaNet Consulting  October 1998 - June 2000
RyShell Consulting Services   March 1997 - October 1998

Skills
Leadership, Customer Satisfaction, Team Building, Management, Customer Service, Marketing, Business Development, Sales, Healthcare, Team Leadership, Direct Sales, Networking, Sales Process, Program Management, Sales Management, Human Resources, Social Networking, Public Speaking, Time Management, New Business Development, Strategic Planning, CRM, Selling, Business Process..., Interviews, Training, Marketing Strategy, Call Centers, Account Management, Microsoft Office, Microsoft Excel, Event Planning, Fundraising, Software Documentation, Budgets, Competitive Analysis

Education
Metropolitan Community College   1982 — 1984
Associate Applied Science, Human Services

Bob Gavlak, CFP® Bob Gavlak, CFP® Columbus, Ohio Area Details
Bob Gavlak, CFP®'s Cedar Brook Financial Partners Experience June 2009 - April 2012
Job Wealth Advisor at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners  August 2013 - Present
Fresh Fork Market  August 2007 - May 2015
Strategic Wealth Partners  April 2012 - August 2013
Cedar Brook Financial Partners   June 2009 - April 2012
Fresh Fork Market  August 2007 - April 2009

Skills
Financial Planning, Investments, Insurance, Analysis, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Wealth, Investment Advisory, Wealth Management, Entrepreneurship, Strategic Planning, Financial Analysis, Forecasting, Strategy, Asset Allocation, Portfolio Management, Mutual Funds, 401k, Financial Advisory, Series 7, Series 63, Finance

Education
Case Western Reserve University   2004 — 2008
Bachelor of Science (BS), Management, Finance

Case Western Reserve University - Weatherhead School of Management   2004 — 2008
Bachelor of Science (BS), Business Management - Finance Concentration

Holy Name High School   2000 — 2004

Kevin Buzek Kevin Buzek Cleveland/Akron, Ohio Area Details
Kevin Buzek's Cedar Brook Financial Partners Experience March 2012 - Present
Job Operations Manager at Cedar Brook Financial Partners specializing in Retirement & Insurance Planning
Industry Financial Services
Experience
Cedar Brook Financial Partners   March 2012 - Present
Buzek Wealth Advisors   June 2000 - March 2012
Aerotek  August 1998 - May 2000

Skills
Retirement Planning, Investments, Retirement, Financial Services, Small Business, Strategic Financial..., Insurance, Finance, Wealth Management

Education
The Ohio State University   1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services

Padua Franciscan High School   1989 — 1993
College prep

Jennifer Falb, EMBA Jennifer Falb, EMBA Cleveland/Akron, Ohio Area Details
Jennifer Falb, EMBA's Cedar Brook Financial Partners Experience April 2012 - Present
Job Chief Experience Officer at Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners   April 2012 - Present
Cornerstone Capital Advisors  March 2007 - January 2012
Ovation Polymer Technology & Engineered Materials, Inc.   2005 - 2006
CB Richard Ellis  2004 - 2005

Skills
Strategic Planning, Investments, Strategic Financial..., Business Development, Retirement Planning, CRM, Entrepreneurship, Wealth Management, Management, Leadership, Sales, Business Strategy, Insurance, Finance, Strategy, Customer Service, Budgets, Business Planning, Market Research, Microsoft Excel, Risk Management, Mergers & Acquisitions, Negotiation, Financial Advisory, Process Improvement, Competitive Analysis, Employee Benefits, New Business Development, Product Development, Management Consulting, Small Business, Marketing, Marketing Strategy, Retirement

Education
Cleveland State University   2010 — 2012
EMBA, Business Management

Kent State University   1994 — 1999
Bachelor's, Psychology, Business Management

Christine Sivak Christine Sivak Cleveland/Akron, Ohio Area Details
Christine Sivak's Cedar Brook Financial Partners Experience January 2012 - Present
Job Partner at Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners   January 2012 - Present
Pension Advisors  March 2004 - January 2012
Key Bank  1999 - 2003
Deloitte  1992 - 1999
Seitz Kate Freiberg & Medve   1989 - 1992

Skills
Investments, Customer Relations, Consultative Selling, Retirement Plan..., Retirement Plans, Non-profit Consulting, Retirement Planning, Customer Service, Wealth Management, Series 7, Series 63, 401k, 403 b, ERISA, Securities, Pensions, Financial Advisory, Employee Benefits, Financial Services, Selling, Mutual Funds, Human Resources, Strategic Planning, Insurance, Finance, Risk Management

Education
Miami University   1985 — 1989
Bachelor of Science, Finance

Cleveland Heights High School   1982 — 1985

Judi Hernandez, CFP® Judi Hernandez, CFP® Greater Detroit Area Details
Judi Hernandez, CFP®'s Cedar Brook Financial Partners Experience May 2007 - Present
Job Partner and CERTIFIED FINANCIAL PLANNER™ with Cedar Brook Financial Partners LLC Specializing in Wealth Management
Industry Financial Services
Experience
Cedar Brook Financial Partners   May 2007 - Present
Thomas Financial Group, LLC   January 2003 - May 2007
ING Financial Services  November 1993 - December 2002

Education
Michigan State University   1979 — 1983
Bachelor of Arts (B.A.), Financial Management, Graduated with Honors

Michael Primerano, CFP® Michael Primerano, CFP® Cleveland/Akron, Ohio Area Details
Michael Primerano, CFP®'s Cedar Brook Financial Partners Experience January 2009 - Present
Job Financial Advisor | Partner with Cedar Brook Financial Partners, LLC specializing in Business | Estate Planning Needs
Industry Financial Services
Experience
Cedar Brook Financial Partners   January 2009 - Present
Cleveland Financial Group  August 2001 - January 2009

Skills
Investments, Retirement Planning, Life Insurance, Estate Planning, Buy-sell Agreements, Trusts, Wealth Management, Strategic Financial..., Fixed Annuities, Disability Insurance, Long Term Care Insurance, Wealth, Financial Advisory, Investment Advisory, Portfolio Management, Retirement, Wealth Management..., Financial Services, Insurance

Education
The Ohio State University   1996 — 2001
B.S. Financial Management, Finance and Financial Management Services

Kenneth Rogat Kenneth Rogat Cleveland/Akron, Ohio Area Details
Kenneth Rogat's Cedar Brook Financial Partners Experience August 2006 - Present
Job Partner at Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners   August 2006 - Present

Skills
Investments, Financial Advisory, Securities, Finance, Estate Planning, Insurance, Life Insurance, Financial Services, Retirement Planning, Nonprofits, FINRA

Education
University of Michigan
Bachelor of Science, Economics

Anthony Podojil Anthony Podojil Cleveland/Akron, Ohio Area Details
Anthony Podojil's Cedar Brook Financial Partners Experience January 2011 - Present
Job Owner at Ohio Educators Planning Group
Industry Financial Services
Experience
Ohio Educators Planning Group   July 2014 - Present
Cedar Brook Financial Partners   January 2011 - Present
The Alliance for High Quality Education   August 2010 - Present
West Geauga Local Schools  July 1997 - August 2010

Skills
Public Speaking, Financial Planning, Retirement Planning, Leadership Development, Administration, Planning, Retirement, Strategic Planning, Investments, Staff Development, Strategic Financial..., Nonprofits, Fundraising, Leadership, Small Business, Curriculum Design, Series 7, Educational Consulting

Education
Cleveland State University   1994 — 1999
PhD, Urban Educational Administration

John Carroll University   1975 — 1982
Masters, Educational Administration

David W. Anderson David W. Anderson Cleveland/Akron, Ohio Area Details
David W. Anderson's Cedar Brook Financial Partners Experience June 2012 - September 2013
Job Corporate Bank Business Controls Group Manager at KeyBank
Industry Financial Services
Experience
KeyBank  October 2014 - Present
KeyBank  September 2013 - October 2014
Cedar Brook Financial Partners   June 2012 - September 2013
ValMark Securities  June 2011 - June 2012
STG, Inc. Contractor for US Department of Health & Human Services   October 2010 - June 2011
UBS Wealth Management  September 2008 - October 2010
Lumen Legal  May 2008 - September 2008

Skills
Compliance, Microsoft Office, Research, Excel, Risk Management, Legal Research, Budgeting, Process Improvement, Analysis, Business Analysis, Problem Solving, Microsoft Excel, Government, Program Management, Budgets, Finance, Insurance, Financial Analysis, Investments, Financial Risk, Securities, Corporate Finance, Mutual Funds, Financial Services

Education
University of California, Los Angeles - School of Law   2002 — 2007
J.D., Business Law and Policy

University of Florida   1998 — 2002
BSBA, Business Management

Michael DeJohn Michael DeJohn Cleveland, Ohio Details
Michael DeJohn's Cedar Brook Financial Partners Experience August 2013 - Present
Job Financial Advisor | Partner at Cedar Brook Financial Partners, LLC, specializing in Financial / Succession Planning
Industry Financial Services
Experience
Cedar Brook Financial Partners   August 2013 - Present
DeJohn Consulting Group   March 2008 - Present
FFr, Inc   October 1995 - March 2008
Philips Lifeline  June 1989 - June 1994
United States Army Reserve(Inactive)   January 1976 - December 1991
DeJohn-Flynn-Mylott Funeral Home   September 1987 - June 1989
Bergen Brunswig Medical Supply Company   January 1986 - August 1987
Frito Lay  August 1985 - December 1986
Procter and Gamble  June 1980 - August 1985

Skills
Leadership, Strategic Planning, Management, Marketing Strategy, Product Development, Sales Management, Budgets, Business Development, Program Management, Employee Training, Business Strategy, New Business Development, Business Process..., Executive Management, Process Improvement, Training, Sales, Negotiation, Strategy, Change Management, Performance Management, Marketing, Team Building, Mergers & Acquisitions, Manufacturing, Incorporation, Organizational..., Recruiting, P&L Management, Forecasting, Cross-functional Team..., Start-ups, Leadership Development, Senior Management, Training & Development, Business Turn-around, Organizational Change, Competitive Strategy, Strategic and..., Time Management, Corporate Finance, Project Management, Investments

Education
Bowling Green State University   1972 — 1976
BA

Harvard Business School   1993 — 1993
Graduate

Weatherhead School of Business

Barbara Baxter, LUTCF Barbara Baxter, LUTCF Cleveland/Akron, Ohio Area Details
Barbara Baxter, LUTCF's Cedar Brook Financial Partners Experience January 2009 - Present
Job Financial Advisor at Cedar Brook Financial Partners, Specializing in Long Term Care Planning
Industry Financial Services
Experience
Cedar Brook Financial Partners   January 2009 - Present
Lincoln Financial Advisors  January 2000 - January 2009

Education
Cleveland State University
Bachelor of Arts (BA), Communication / Business

William Hawke, MBA, CFP® William Hawke, MBA, CFP® Cleveland/Akron, Ohio Area Details
William Hawke, MBA, CFP®'s Cedar Brook Financial Partners Experience January 2006 - Present
Job Financial Advisor and Partner, Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners   January 2006 - Present
Securities America, Inc. Member FINRA/SIPC   2006 - 2014
Securities America, Inc. Member FINRA/SIPC   2006 - 2014
Cleveland Financial Group  January 1980 - November 2006
Lincoln Financial Advisors  1979 - 2006

Skills
Retirement, Creating income in..., Wealth Preservation..., Charitable Giving..., IRA Rollovers, 401k Rollovers, IRAs, Strategic Financial..., Wealth, Employee Benefits, Mutual Funds, Financial Advisory, Financial Services, Strategy, Securities, Insurance, Wealth Management, Estate Planning, Income, Small Business, Finance, Management, Retirement Plan..., Wealth Management..., Retirement Planning, Investment Advisory

Education
Baldwin Wallace University   1978 — 1980
MBA, Project Management

University of Michigan   1973 — 1975
MSW, Social Work

Bowling Green State University   1969 — 1973
Bacheldor of Arts, Sociology

Jeremy Newton Jeremy Newton Greater Atlanta Area Details
Jeremy Newton's Cedar Brook Financial Partners Experience 2010 - 2012
Job AVP / Compliance Manager at Triad Advisors
Industry Financial Services
Experience
Triad Advisors  March 2015 - Present
Giddyup Gear   June 2013 - Present
Synovus Securities, Inc.   March 2014 - March 2015
Cedar Brook Financial Partners   2010 - 2012
Cedar Brook Financial Partners   2008 - 2012
NatCity Investments (acquired by PNC)   2006 - 2008
NatCity Investments  2004 - 2006
NatCity Investments  2003 - 2004

Skills
Series 7, Finance, Series 24, Mutual Funds, Financial Services, Series 66, Series 31, Risk Management, Alternative Investments, Financial Advisory, Series 63, Investment Advisory, Securities, Management, Financial Risk, Retirement Planning, Wealth Management, Process Improvement, Fixed Annuities, Investments, Retirement, Asset Allocation, Estate Planning, Strategic Financial...

Education
Marshall University   2000 — 2003
Bachelor of Business Administration, Finance / Management

Case Western Reserve University   1998 — 2000
Genetic Engineering

Kristen Moran Kristen Moran Cleveland/Akron, Ohio Area Details
Kristen Moran's Cedar Brook Financial Partners Experience August 2005 - Present
Job Director of Wealth Strategies at Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners   August 2005 - Present
Lincoln Financial Group  January 2003 - August 2005

Skills
Retirement Planning, Retirement

Education
Ohio University   1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General

Lakewood High School   1988 — 1992

Frank Legan Frank Legan Cleveland/Akron, Ohio Area Details
Frank Legan's Cedar Brook Financial Partners Experience April 2010 - Present
Job Partner | Financial Advisor at Cedar Brook Group, LLC specializing in Financial Planning & Estate Planning
Industry Financial Services
Experience
Cedar Brook Financial Partners   April 2010 - Present
City of Highland Heights  January 2006 - December 2013
PNC Investments  October 2005 - April 2010
Merrill Lynch  May 2000 - September 2005
Innovation Groups   1998 - 2000

Skills
Investments, Retirement Planning, Wealth Management, Finance, Strategic Financial..., Securities, Budgets, Financial Analysis, Retirement, Financial Services, Small Business, Wealth, Financial Advisory, Employee Benefits, Financial Planners

Education
University of Dayton   1991 — 1995
Bachelor of Arts, Political Science

Cleveland State University   1995 — 1997
MPA, Public Administration

Mayfield High School   1987 — 1991
High School

Gregg R. Fortune, CFP, CFS, AEP, ChFC Gregg R. Fortune, CFP, CFS, AEP, ChFC Naples, Florida Area Details
Gregg R. Fortune, CFP, CFS, AEP, ChFC's Cedar Brook Financial Partners Experience 2011 - Present
Job Managing Director, Cedar Brook Financial Partners, LLC
Industry Financial Services
Experience
Cedar Brook Financial Partners   2011 - Present
The Professional Advisor Group, LLC   September 1998 - Present

Skills
Investment Advisory, Estate Planning, Retirement Planning, Strategic Financial..., Investments, Management, High Net Worth..., Portfolio Management, Series 63, Wealth, Financial Planners, Asset Managment, Financial Services, IRAs, Asset Management

Education
Oakland University   1986 — 1996
CFP Program, comprehensive financial planning

Cousino HS

Jonathan Freund Jonathan Freund Greater New York City Area Details
Jonathan Freund's Cedar Brook Financial Partners Experience July 2009 - August 2009
Job Senior Actuarial Associate at Prudential Financial
Industry Insurance
Experience
Prudential Financial  May 2011 - Present
The Hartford Insurance Group  June 2010 - August 2010
Touro College  January 2009 - January 2010
Cedar Brook Financial Partners   July 2009 - August 2009
Ner Israel Rabbinical College   August 2004 - June 2005

Education
Touro College   2006 — 2010
Mathematics/Actuarial Science

Shor Yoshuv

Damon Marino Damon Marino West Palm Beach, Florida Area Details
Damon Marino's Cedar Brook Financial Partners Experience March 2009 - May 2015
Job Master of Accounting Student at Florida Atlantic University
Industry Accounting
Experience
NextEra Energy Resources  June 2015 - August 2015
Cedar Brook Financial Partners   March 2009 - May 2015
Northwestern Mutual  September 2008 - January 2009

Skills
Financial Analysis, Analysis, Retirement Planning, Microsoft Excel, Customer Service, Accounting, Series 7, Financial Planning, Public Speaking, Asset Allocation, Strategic Financial..., Microsoft Word, Budgets, Business Analysis, Revenue Analysis, Financial Accounting, Financial Reporting, Document Review

Education
Florida Atlantic University   2014 — 2016
Master's degree, Accounting, 3.47

Nova Southeastern University   2004 — 2008
Bachelor of Science, Finance, 3.56

Laura Burkhart Laura Burkhart Detroit, Michigan Details
Laura Burkhart's Cedar Brook Financial Partners Experience January 2010 - May 2010
Job Digital Sales Specialist at Gannett
Industry Marketing and Advertising
Experience
Gannett  April 2013 - Present
Cintas  September 2012 - April 2013
Cintas Document Management  February 2012 - September 2012
Cintas Document Management  June 2010 - February 2012
Cedar Brook Financial Partners   January 2010 - May 2010
CBIZ Network Solutions  May 2009 - August 2009

Skills
Management, Cold Calling, CRM, Selling, Sales, Customer Service, Sales Presentations, Social Media, Social Media Marketing

Education
John Carroll University   2006 — 2010
Bachelor of Science in Business Administration, Marketing

Loyola University of Chicago   2009 — 2009
Bachelor of Science in Business Administration

John Meine John Meine Columbus, Ohio Area Details
John Meine's Cedar Brook Financial Partners Experience May 2012 - August 2012
Job Commercial Credit Analyst at Huntington National Bank
Industry Banking
Experience
Huntington National Bank  March 2014 - Present
Public Insight Corporation   October 2012 - December 2013
Kent State University  August 2009 - December 2013
Sigma Nu Fraternity, Inc.   January 2012 - December 2012
Cedar Brook Financial Partners   May 2012 - August 2012
Interfraternity Council  August 2011 - December 2011
Flash T-Shirts   September 2010 - September 2011

Skills
Entrepreneurship, Finance, Mac OS X, Word, PowerPoint, Social Media, Problem Solving, Financial Modeling, DCF Valuation, Valuation, LBO, Mergers, Advanced Microsoft Excel, Budgets, NPV, Microsoft Excel, Resource Management, Public Speaking, Microsoft Office, Social Networking, Microsoft Word, OS X, Management, Training, Recruiting, Mergers & Acquisitions, Sales, Fundraising, Financial Analysis, CRM, Data Analysis

Education
Kent State University   2009 — 2013
Bachelor of Science (B.S.), Finance, Entrepreneurship

CFA Institute

Brecksville Broadview Heights High School   2006 — 2009
High School Diploma, N/A

Breaking Into Wall Street

Geoffrey Minter Geoffrey Minter Cleveland/Akron, Ohio Area Details
Geoffrey Minter's Cedar Brook Financial Partners Experience May 2009 - August 2009
Job Assistant Prosecuting Attorney at Cuyahoga County Prosecutor's Office
Industry Law Practice
Experience
Cuyahoga County Prosecutor's Office  November 2014 - Present
Cuyahoga County Prosecutor's Office  August 2014 - Present
Franklin County Public Defender  October 2012 - May 2014
Center for American Progress  June 2012 - August 2012
Mingde Senior High School   February 2011 - July 2011
Cedar Brook Financial Partners   May 2009 - August 2009

Skills
TEFL Certified, Legal Research, Legal Writing, Research, Public Speaking, Spanish, Public Policy, Government, Microsoft Office, PowerPoint, Microsoft Excel, Legal Assistance, Policy, Courts, Westlaw, Policy Analysis

Education
The Ohio State University John Glenn School of Public Affairs   2012 — 2014
Master of Public Administration (M.P.A.)

The Ohio State University Moritz College of Law   2011 — 2014
J.D.

The College of William and Mary   2006 — 2010
BBA, Finance

Kenston High School   2003 — 2006
High School Diploma

Ed DeTomaso, CLU, ChFC Ed DeTomaso, CLU, ChFC Cleveland/Akron, Ohio Area Details
Ed DeTomaso, CLU, ChFC's Cedar Brook Financial Partners Experience November 2006 - Present
Job Financial Planner at Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners   November 2006 - Present
Cleveland Financial Group  February 1994 - November 2006
Prudential Financial  January 1979 - February 1994

Skills
Retirement, Investments, Estate Planning, Retirement Planning, Retirement Plan..., Investment Advisory, Financial Services, Financial Advisory, Finance, FINRA

Education
Kent State University
BA, History

Michael Perlmuter Michael Perlmuter Cleveland/Akron, Ohio Area Details
Michael Perlmuter's Cedar Brook Financial Partners Experience September 1995 - January 2011
Job President of Alex N. Sill Adjustment Company
Industry Insurance
Experience
Alex N. Sill Adjustment Company   January 2011 - Present
Cedar Brook Financial Partners   September 1995 - January 2011
Perlmuter Printing   1987 - 1999
Benesch Friedlander Coplan & Aronoff  1982 - 1987

Skills
Insurance, Claim, Insurance Law, Legal Liability, Claims Management, Liability, Estate Planning, Strategic Financial..., Property & Casualty..., Arbitration, Casualty, Retirement Planning, Commercial Insurance, Strategic Planning, Underwriting, Litigation, Commercial Lines, Mediation, Litigation Management, Captives, Property Damage

Education
The George Washington University Law School   1979 — 1982
JD

Georgetown University   1975 — 1979
A.B., Government

Orange   1972 — 1975

Kym Lunardi Kym Lunardi Cleveland/Akron, Ohio Area Details
Kym Lunardi's Cedar Brook Financial Partners Experience May 2012 - Present
Job Project Manager/Director of First Impressions/Admin.
Industry Financial Services
Experience
Cedar Brook Financial Partners   May 2012 - Present
American Red Cross  June 2011 - Present
Boston Mills Brandywine   December 2011 - April 2012
Tenable Event Services  December 2010 - January 2012

Skills
Customer Service, Event Planning, Leadership, Training, Microsoft Word, Notary, Leadership Development, Teaching, Budgets, Team Building, Marketing, Team Leadership, Recruiting, Social Media Marketing, Management, Project Coordination, Budget Management, Microsoft Office, CRM, CRM Databases, Workflow Management, Team Motivation, Managing Workflow, Team Coordination, Special Events..., Client Relations, Data Entry, Coordinate Meetings, Social Media, Employee Engagement

Education
Lake Erie College   1993 — 1996
B.A. International Business, Italian, English, Business, 3.4

Susan Svenson Susan Svenson Cleveland/Akron, Ohio Area Details
Susan Svenson's Cedar Brook Financial Partners Experience February 2010 - Present
Job Registered Paraplanner Financial Services Professional
Industry Financial Services
Experience
Cedar Brook Financial Partners   February 2010 - Present
Wealthtrust/Fairport   September 2001 - November 2008
The Hickory Group, Ltd.   1988 - 2001

Education
Baldwin Wallace University   1996 — 2004
BA, Business Management

College of Financial Planning
Registered Paraplanner

Cristen McCord Cristen McCord Cleveland, Ohio Details
Cristen McCord's Cedar Brook Financial Partners Experience November 2006 - Present
Job Executive Assistant at Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners   November 2006 - Present

Education
Bowling Green State University