Cedar Brook Financial Partners
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Cedar Brook Financial Partners January 2009 - Present
Lincoln Financial Advisors January 2000 - January 2009
Education
Cleveland State University
Bachelor of Arts (BA), Communication / Business
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Cedar Brook Financial Partners November 2006 - Present
Education
Bowling Green State University