Oswald Financial, Inc.
Address: 1100 Superior Ave, Cleveland, OH 44114 Phone: (866) 674-4048Website: Place name: Category: : Hours: : : : : : Website: http://www.oswaldfinancial.com/ Category: Financial consultant 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 missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Oswald Financial Inc Posting publicly on the Web Write a review Reviews 2 Google reviews
Oswald Financial, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Oswald Financial, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Oswald Financial, Inc. Employees
William (Bill) Leonard Oswald Financial, Inc. January 2011 - Present
Oswald Companies August 1997 - Present
The Great Lakes Construction Company 1986 - 1997
Kidde Automated Systems 1982 - 1986
Arthur Andersen & Company 1972 - 1982
Skills
Strategic Financial..., Accounting, Negotiation, Construction, Insurance Brokerage, Employee Benefits, Insurance, Mergers, Risk Management, Captives, Health Insurance, Strategic Planning, Retirement Planning, Financial Analysis, Property & Casualty..., ESOP, Executive Management, Finance, Retirement, Financial Services, Auditing, 401k, Investments, Retirement Plan..., Disability Insurance, Underwriting, Small Business, Mergers & Acquisitions, Financial Planning
Education
The Ohio State University 1968 — 1972
BS BA, Accounting
St Edward High School 1964 — 1968
Deena Rini, MBA Oswald Financial, Inc. January 2014 - Present
Holy Name High School August 2011 - Present
Oswald Financial, Inc. January 2012 - December 2013
Oswald Financial, Inc. December 2010 - January 2012
Oswald Financial, Inc. May 2008 - December 2010
Oswald Financial, Inc. October 2007 - May 2008
Cleveland Browns May 2006 - December 2006
Independence Excavating, Inc. December 2001 - December 2005
Education
Weatherhead School of Management at Case Western Reserve University 2012 — 2014
Executive Education
John Carroll University 2009 — 2011
Masters, Business Administration
Muskingum University 2003 — 2007
Bachelor's Degree, Mathematics & Business, Magna cum Laude
Holy Name High School 1999 — 2003
Michael Gheen, CPA/PFS, CRPS Oswald Financial, Inc. July 2015 - Present
Huntington National Bank October 2013 - July 2015
Freeman Heyne May 2012 - September 2013
Peoples Bank August 2011 - May 2012
Heartland Financial USA, Inc. March 2011 - July 2011
SS&G August 1999 - February 2011
Ciuni & Panichi, Inc. / National Pension Services June 1994 - August 1999
Skills
Sales Management, Contract Negotiations, 401k, Strategic Planning, Small Business, Budgeting, Business Planning, Client Service, Profit Sharing, Retirement Planning, Financial Planning, Compliance, Employee Benefits, Investments, Asset Allocation, Series 7, Annuities, Investment Advisory, Wealth Management, Mutual Funds, ERISA, Asset Management, Customer Relations, Plan Design, Portfolio Management, Investment Strategies, Strategic Financial..., Finance, Fixed Annuities, Financial Services, Budgets, Financial Advisory, Financial Planners, Retirement Plan...
Education
Ohio University
Bachelor's of Business Administration, Accounting
Ohio University
Bachelor of Business Administration (B.B.A.), Accounting
Steve Kloss ,MBA,AIF Oswald Financial, Inc. September 2009 - Present
Principal Financial Group January 2005 - November 2008
Principal Financial Group January 2003 - December 2004
Principal Financial Group January 2002 - December 2002
Met Life Resources January 1987 - October 2001
Skills
Securities, Pensions, Retirement Planning, Retirement, Investments, Retirement Plan..., Asset Allocation, Nonprofits, 401k, FINRA, Employee Benefits, Series 7, Training, Management, Mergers & Acquisitions, Investment Banking, Business Planning, Defined Benefit, CRM, Sales, Finance, Qualified Retirement...
Education
Cleveland State University 1976 — 1978
MBA, Marketing, Strategic Planning
Cleveland State University 1972 — 1976
Bachelor of Arts, Communications and Marketing
Holy Name High School 1968 — 1972
College Prepatory
David Kulchar AIF,PRP,IAR Oswald Financial, Inc. July 1999 - Present
National Retirement Partners 2004 - 2009
Principal Financial Group October 1989 - May 1999
General Electric Corporation December 1979 - January 1984
Skills
401k, Retirement Plan..., Retirement Planning, Retirement, Pensions, Executive Pay, Investments, Financial Services, Securities, FINRA, Investment Advisory, Asset Allocation, Series 7, Defined Benefit, Series 63, ERISA, Mutual Funds, Profit Sharing, Fixed Annuities, Life Insurance, Series 6, IRAs
Education
The Ohio State University Fisher College of Business 1975 — 1979
BA, Business-Finance
Grand Blanc High School 1972 — 1975
Sheena Paulic Oswald Companies October 2015 - Present
Oswald Financial, Inc. December 2011 - October 2015
White House Black Market December 2006 - December 2012
Todd Associates, Inc. March 2008 - December 2011
John Robert's Spa 2004 - 2008
Skills
401k, Retirement, Retirement Planning, Employee Benefits, Pensions, Disability Insurance, Health Insurance, Life Insurance, Long-term Care
Education
Cleveland Institute of Medical Massage
Lakeland Community College
Oswald Financial, Inc. January 2011 - Present
Oswald Companies February 2009 - January 2011
LS Legacy Sports Group July 2006 - November 2008
Ohio University January 2006 - June 2006
Texas Rangers Baseball Club June 2004 - June 2005
Skills
Employee Benefits, Finance, Securities, Pensions, Insurance, Financial Advisory, Account Management, Retirement Plan..., 401k, FINRA, Financial Analysis, Investments, Series 7, Series 66, Retirement, Health Insurance, Investment Advisory, Strategic Planning
Education
John Carroll University 2006 — 2008
MBA, Finance
Ohio University 2000 — 2004
B.S., Sport Management and Business Administration
St. Charles Preparatory High School 1997 — 2000