Strategic Wealth Partners
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Strategic Wealth Partners Employees
Strategic Wealth Partners January 2014 - Present
Education
The University of Akron 2015 — 2017
Master of Taxation (MTax)
The University of Akron 2010 — 2013
BBA, Finance: Corporate Financial Management & Financial Services, Magna Cum Laude
Strategic Wealth Partners May 2013 - Present
Castleark Management LLC July 2011 - May 2013
303 Capital Partners, LLC March 2005 - July 2011
KDS Floor Brokers, CBOT October 2003 - March 2005
Skills
Client Relations Skills, Onboarding, Reconcilement, Investors, Marketing Compliance, PowerPoint, Performance Reporting, Hedge Funds, Alternative Investments, Trading, Due Diligence
Education
DePaul University 2009 — 2013
B.A. in progress, Literature
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
Strategic Wealth Partners June 2014 - Present
Klopp Investment Management May 2013 - August 2013
Spero-Smith Investment Advisers, Inc. May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, Windows, Time Management, Morningstar Office
Education
Purdue University 2010 — 2014
Bachelor of Science (B.S.), Financial Counseling and Planning
Strategic Wealth Partners January 2014 - Present
Wealth Management Consultant March 2012 - December 2013
BNY Mellon Wealth Management August 2006 - March 2012
FIRST NATIONAL TRUST COMPANY August 2004 - August 2006
National City Bank July 2002 - August 2004
PNC Advisors August 1996 - July 2002
Heritage Trust Company March 1995 - August 1996
MELLON BANK, NA June 1993 - March 1995
Skills
Asset Management, Leadership, Investments, Wealth Management, Strategic Financial..., Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Alternative Investments, Estate Planning, Financial Analysis, Banking, Equities, Securities, Loans, Investment Management, Due Diligence, Management, High Net Worth..., Series 63, Corporate Finance, Financial Advisory, Investment Strategies, 401k, Accounting, Retirement Planning, Mergers & Acquisitions, Finance, Relationship Management, Credit, Wealth, Wealth Management..., Insurance, Risk Management, Employee Benefits, Financial Services, Marketing, Small Business, Cash Management, Investment Advisory, Succession Planning, Retirement, Capital Markets, Financial Modeling, Life Insurance, Retirement Plan..., Certified Financial...
Education
Bucknell University 1988 — 1992
BSBA, Accounting
Bucknell University 1988 — 1992
Bachelor of Science, Business Administration
Cathedral Prep
Strategic Wealth Partners April 2012 - Present
Scott Snow (financial advisors) LLC February 2006 - February 2012
NCR Corporation June 2000 - August 2005
Skills
CERTIFIED FINANCIAL..., Asset Allocation, Retirement Planning, Portfolio Management, Investments, Financial Analysis, Asset Management, Strategic Financial..., Mutual Funds, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
MBA, Finance
Miami University 1996 — 2000
B.S. Business Administration
Corporate College
Strategic Wealth Partners May 2011 - Present
Noble Financial Services August 2009 - November 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Estate Planning, Portfolio Management, IRAs, Wealth Management..., Financial Planners, Financial Advisory, Investment Management, Risk Management, Personal Finance, Finance, Retirement, Investment Advisory, Asset Allocation, Wealth, Asset Managment, Insurance, Roth IRA, Succession Planning, Mutual Funds, Series 7, 401k, Asset Management, Fixed Annuities, Life Insurance, Securities
Education
Bowling Green State University 1999 — 2002
BSBA, Financial Economics
Bellarmine University
PNC October 2014 - Present
PNC June 2008 - October 2014
Strategic Wealth Partners January 2013 - July 2013
PNC Financial Services June 2008 - January 2013
The Buckle March 2007 - June 2008
Automotive Distributors Warehouse March 2006 - March 2007
Setex, Inc. - Division of Honda Motor Company October 2000 - March 2006
Skills
Risk Management, Business Analysis, Process Improvement, Requirements Gathering, Business Process..., Relationship Management, PMO, Visio, Underwriting, Business Process Mapping, Change Management, Business Process Design, Business Process, Provision Process..., Six Sigma, Project Management, Analysis, Credit Risk, Requirements Analysis, Data Analysis, Management
Education
Boston University 2011 — 2013
Interdisciplinary Studies, Summa Cum Laude, Business Administration and Management, General
The Ohio State University 2000 — 2003
History
Strategic Wealth Partners April 2014 - Present
Tumble Athletics September 2008 - January 2014
Skills
Training, Executive Coaching
Education
The University of Akron
Strategic Wealth Partners 2015 - Present
Ameriprise Financial Services, Inc. 2011 - 2015
UBS 2005 - 2011
Skills
Financial Analysis, Financial Planning, Portfolio Management, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Retirement, Asset Management, Strategy
Education
Xavier University 2001 — 2005
BSBA, Finance
Wharton School of Business 2008 — 2009
Essentials of Investment Consulting
Xavier University 2006 — 2007
Executive Certificate in Financial Planning
Bishop Watterson High School 1997 — 2001
St. Andrew Parochial 1989 — 1997
MAI Capital Management, LLC April 2012 - Present
Strategic Wealth Partners August 2009 - April 2012
State Farm Insurance December 2008 - August 2009
Education
John Carroll University 2006 — 2010
Communication, Public Relations
Saint Louis University 2005 — 2006
Communication
Walsh Jesuit High School 2001 — 2005
University of North Florida
University of North Florida
Strategic Wealth Partners May 2015 - Present
Firehouse Bar July 2013 - Present
Bank of America January 2013 - June 2013
Skills
Editing, Advertising, Customer Service, Time Management, Microsoft Office
Education
Cleveland State University 2009 — 2012
Bachelor of Arts (B.A.), Journalism and Promotional Communication
University of Cincinnati 2008 — 2009
Strategic Wealth Partners March 2005 - Present
BBCM Engineering June 1998 - March 2005
Skills
Asset Managment, Wealth Management, Retirement Planning, Asset Management, Wealth, Financial Planners, Strategy, Estate Planning, IRAs, Investment Advisory, Mergers & Acquisitions, Financial Advisory, Retirement, Investments, Asset Allocation, 401k, Mutual Funds, Strategic Financial..., Portfolio Management
Education
Cleveland State University 1998 — 2003
BS Civil Engineering - 2003
Strategic Wealth Partners May 2015 - Present
New York Life Insurance Company January 2015 - April 2015
Hickory Asset Management March 2014 - October 2014
Wealth Strategy Advisors, LLC May 2013 - March 2014
KeyBank April 2007 - December 2012
Sagemark Consulting June 2005 - April 2007
Sagemark Consulting March 2003 - June 2005
KeyBank November 2002 - March 2003
Wachovia Securities, LLC October 2000 - September 2002
Wachovia Securities, LLC August 1999 - September 2000
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Portfolio..., Financial Advice, Client Interfacing, Investments, Portfolio Management, Estate Planning, Financial Planning, Retirement Income..., Executive Compensation..., Retirement, Asset Management, Investment Strategies, Asset Allocation, Technical Writing, Microsoft Office, Word, Excel, Equities, Insurance, Mutual Funds, Licensed Life Insurance..., Irrevocable Life..., Microsoft Excel, Financial Advisory, Series 7, Finance, High Net Worth..., IRAs, Wealth Management..., Investment Advisory, 401k, Small Business, Wealth, Fixed Annuities, Financial Analysis, Financial Services, Securities
Education
The American College 2004 — 2006
Certificate, CFP Curriculum
The University of Akron 1988 — 1993
BSBA, Finance
Ravenna High School 1984 — 1988
High School Diploma, College Preparatory
Strategic Wealth Partners, Inc. October 2011 - Present
Strategic Wealth Partners October 2011 - Present
Sage Rutty 2008 - October 2011
smith barney 2002 - 2008
Skills
Retirement Planning, Estate Planning, Series 7, Series 63, Strategic Financial..., Retirement, Investments, Investment Advisory, Investment Management, Health Insurance, Mutual Funds, Financial Advisory, Asset Management
Education
La Salle University 1969 — 1973
B A, pre law
Strategic Wealth Partners June 2014 - Present
Candlewood Partners, LLC September 2009 - June 2014
SP&A Partners July 2009 - September 2009
P&M Corporate Finance August 2007 - February 2009
KPMG Corporate Finance 2002 - 2007
RBC Capital Markets July 1998 - October 2001
Dain Rauscher Wessels 1998 - 2001
Hoak Breedlove Wesneski 1997 - 1998
American Airlines Cargo Finance 1995 - 1997
Rauscher Pierce Refsnes 1990 - 1993
Skills
Corporate Finance, Financial Analysis, Business Valuation, Financial Modeling, Investment Banking, Business Strategy, Strategic Planning, Equities, Due Diligence, Healthcare, Capital Markets, Debt, Capital Formation, Mergers & Acquisitions, Due Dili, Private Equity, Restructuring, LBO, Finance, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1993 — 1995
MBA, Finance
Southern Methodist University 1986 — 1990
BBA, Finance
Prosperity Capital Advisors August 2014 - Present
Clarity 2 Prosperity Mastermind Group August 2014 - Present
Argent Wealth Advisors January 2013 - Present
Strategic Wealth Partners July 2010 - October 2012
Perhne Investment Counsel January 2004 - July 2010
Charles Schwab December 1990 - December 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Estate Planning, Retirement Income...
Education
College for Financial Planning
CFP
Small Steps - Big Strides Childcare February 2014 - Present
Strategic Wealth Partners November 2012 - February 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Microsoft Word
Education
John Carroll University 2011 — 2013
Master of Business Administration (MBA), Finance, General
John Carroll University 2008 — 2011
Bachelor of Science in Business Administration (BSBA), Finance, General
Lincoln Financial Advisors September 2014 - Present
Strategic Wealth Partners September 2014 - Present
Lincoln Financial Group November 2011 - September 2014
JPMorgan Chase June 2008 - November 2011
Skills
Retirement Income..., Retirement, Team Leadership, Series 63, Business Analysis, Operations Management, Customer Retention, Coaching, Sales Operations, Training, Marketing, Sales, Insurance, Retirement Planning, Series 6, Customer Service, Public Speaking, Business Strategy, Series 7, Public Relations, Uniform Combined State..., Fixed Annuities, Leadership, Financial Advisory
Education
College for Financial Planning 2013 — 2014
Paul Quinn College
Bachelors of Science, Business Administration