Cleveland Financial Group
Address: 2001 Crocker Rd, Westlake, OH 44145 Hours: Closed ⋅ Opens 8:30AM Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (440) 617-6676: : : Place name: : : : Website: Category: Website: http://clevelandfg.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. Questions & answers Ask a questionBe the first to ask a question
Cleveland Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cleveland Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Cleveland Financial Group Salaries. You can even request information on how much does Cleveland Financial Group pay if you want to. Learn about salaries, pros and cons of working for Cleveland Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13 Cleveland Financial Group employees in database. Find out everything there's to know about Cleveland Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Cleveland Financial Group Employees
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
Hartland & Co. February 2012 - Present
Cambridge Investment Research June 2009 - September 2011
Mills, Potoczak & Company December 2008 - April 2009
Ultra Electronics Audiopack Inc., Garfield Heights, OH February 2008 - November 2008
Resource Global August 2007 - February 2008
Public Accounting Firms January 2005 - August 2007
Silver Mountain Partners August 2002 - December 2004
Cleveland Financial Group January 2001 - August 2002
Arthritis Foundation January 1990 - December 2000
Skills
Financial Analysis, Budgeting, General Ledger, Budgets, Tax
Education
The Ohio State University 1979 — 1983
Bachelor of Science, Business Administration
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
Cleveland Financial Group Marketing AssistantCleveland Financial GroupApril 2012 - Present
Office Suites PLUS September 2006 - July 2010
The Blind Factory May 2002 - August 2006
Belford Fiduciary Services LLC September 2001 - July 2002
Arch Communications June 1993 - September 2001
Education
The Ohio State University 1966 — 1967
Elementary Education and Teaching
Creekside Financial Advisors October 2011 - Present
Securities America Advisors, Inc. July 2005 - October 2011
Cleveland Financial Group January 1991 - June 2005
Skills
Retirement Planning, Charities, Estate Planning, Securities, Retirement, Investment Advisory, Investments, Strategic Financial..., Financial Advisory, Financial Services, Wealth Management, Education Funding
Education
Case Western Reserve University School of Law 1982 — 1985
J.D., Taxation
Northeastern University 1977 — 1982
Bachelor of Science, Marketing
Beacon Financial Partners June 2010 - Present
Cleveland Financial Group January 1997 - June 2010
Rothschild Meckler & Co January 1985 - December 1996
Skills
Strategic Financial...
Education
Cleveland State University 1978 — 1983
BBA, Accounting
Cedar Brook Group July 2005 - Present
Cleveland Financial Group 1970 - 2005
Skills
Strategic Financial...
Education
St. Joseph's College (IN) 1962 — 1966
Bachelor of Science
Maxim Healthcare Services April 2014 - Present
Robert Half Finance & Accounting March 2013 - December 2013
Cambridge Associates March 2012 - July 2012
U.S. Department of State June 2010 - March 2011
Cleveland Financial Group June 2009 - August 2009
EnviroScience, Inc. May 2006 - August 2009
Skills
Research, PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Spanish, Financial Analysis, Social Media, Public Speaking, Financial Modeling, Economics, Recruiting, Healthcare, International Relations, Leadership
Education
The College of William and Mary 2006 — 2010
BBA, Finance-international emphasis, Government
The College of William and Mary - The Mason School of Business 2006 — 2010
BBA, BA, Finance- International Emphasis & Government
University of Hyderabad 2008 — 2008
Political Science, Hindi
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
Noe Financial Services, Inc. January 2005 - Present
Cleveland Financial Group September 1998 - May 2005
Skills
IRAs, Term Life Insurance, Voluntary Employee..., Insurance
Education
Ohio University 1982 — 1986
Beacon Financial Partners January 2008 - Present
Costin + Company, CPAs November 2001 - Present
Cleveland Financial Group February 2003 - December 2007
Plastic Card Systems 2000 - 2001
Skills
Securities, Investments, Retirement Planning, Wealth Management, Estate Planning, Accounting, Income Tax, Personal Tax Planning
Education
Ohio University 1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Management Information Systems
Beacon Financial Partners December 2006 - Present
Fairmount Temple 2009 - 2012
Cleveland Financial Group August 1994 - December 2006
Women's Federal Savings Bank March 1982 - April 1993
Continental Federal Savings and Loan June 1975 - March 1982
Education
Cleveland State University 1980 — 1983
MBA, Finance
Cleveland State University - Cleveland-Marshall College of Law 1980 — 1983
Juris Doctorate, Law
John Carroll University 1971 — 1975
BS, Economics
Cleveland Heights High School 1968 — 1971
Lancaster Pollard December 2008 - Present
Trend Dynamics Inc. January 2008 - December 2008
National City Bank April 1998 - December 2007
Charles Schwab April 1995 - April 1998
Cleveland Financial Group November 1993 - April 1995
Skills
Financial Modeling, Finance, Investments, Financial Planning, Asset Allocation, Portfolio Management, Investment Advisory, Asset Management, Mutual Funds, Investment Management
Education
Bowling Green State University 1989 — 1993
BA, Business