Strategic Wealth Partners

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Strategic Wealth Partners Employees

Employee
Years
Job
Industry
Leandra Schindler Leandra Schindler Cleveland/Akron, Ohio Area Details
Leandra Schindler's Strategic Wealth Partners Experience January 2014 - Present
Job Wealth Plan Specialist at Strategic Wealth Partners
Industry Financial Services
Experience
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

Lauren Sauls Lauren Sauls Greater Chicago Area Details
Lauren Sauls's Strategic Wealth Partners Experience May 2013 - Present
Job Portfolio Administrator at Strategic Wealth Partners
Industry Financial Services
Experience
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

Bob Gavlak, CFP® Bob Gavlak, CFP® Columbus, Ohio Area Details
Bob Gavlak, CFP®'s Strategic Wealth Partners Experience August 2013 - Present
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

Matthew Brigeman Matthew Brigeman Chagrin Falls, Ohio Details
Matthew Brigeman's Strategic Wealth Partners Experience June 2014 - Present
Job Wealth Plan Specialist at Strategic Wealth Partners
Industry Financial Services
Experience
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

Matt Loeffler Matt Loeffler North Royalton, Ohio Details
Matt Loeffler's Strategic Wealth Partners Experience January 2014 - Present
Job Manager of Wealth Planning at Strategic Wealth Partners
Industry Investment Management
Experience
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

Dave Abate, CFP® Dave Abate, CFP® Cleveland/Akron, Ohio Area Details
Dave Abate, CFP®'s Strategic Wealth Partners Experience April 2012 - Present
Job Wealth Advisor at Strategic Wealth Partners
Industry Investment Management
Experience
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

Chris Kichurchak, CRPC Chris Kichurchak, CRPC Cleveland/Akron, Ohio Area Details
Chris Kichurchak, CRPC's Strategic Wealth Partners Experience May 2011 - Present
Job Vice President / Wealth Advisor
Industry Investment Management
Experience
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

Heather Gavlak Heather Gavlak Delaware, Ohio Details
Heather Gavlak's Strategic Wealth Partners Experience January 2013 - July 2013
Job Business Architect / Senior Operations Manager at PNC
Industry Financial Services
Experience
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

Joe Rudnicki Joe Rudnicki Akron, Ohio Details
Joe Rudnicki's Strategic Wealth Partners Experience April 2014 - Present
Job Junior Advisor at Strategic Wealth Partners
Industry Professional Training & Coaching
Experience
Strategic Wealth Partners   April 2014 - Present
Tumble Athletics   September 2008 - January 2014

Skills
Training, Executive Coaching

Education
The University of Akron

Andrew W. Ferraro, CFP®, CIMA® Andrew W. Ferraro, CFP®, CIMA® Columbus, Ohio Details
Andrew W. Ferraro, CFP®, CIMA®'s Strategic Wealth Partners Experience 2015 - Present
Job Wealth Advisor at Strategic Wealth Partners
Industry Financial Services
Experience
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

Riley Rindo, CRPC® Riley Rindo, CRPC® Cleveland/Akron, Ohio Area Details
Riley Rindo, CRPC®'s Strategic Wealth Partners Experience August 2009 - April 2012
Job Senior Associate
Industry Financial Services
Experience
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

Lisa Meluch Lisa Meluch Cleveland, Ohio Details
Lisa Meluch's Strategic Wealth Partners Experience May 2015 - Present
Job Executive Administrator at Strategic Wealth Partners
Industry Investment Management
Experience
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

Anthony (Tony) Zabiegala, CRPC® Anthony (Tony) Zabiegala, CRPC® Cleveland/Akron, Ohio Area Details
Anthony (Tony) Zabiegala, CRPC®'s Strategic Wealth Partners Experience March 2005 - Present
Job Vice President, Strategic Wealth Partners
Industry Investment Management
Experience
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

Richard Ahrens, CFP Richard Ahrens, CFP Cleveland/Akron, Ohio Area Details
Richard Ahrens, CFP's Strategic Wealth Partners Experience May 2015 - Present
Job Wealth Specialist at Strategic Wealth Partners
Industry Financial Services
Experience
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

bill boselli bill boselli Rochester, New York Area Details
bill boselli's Strategic Wealth Partners Experience October 2011 - Present
Job President at Strategic Wealth Partners
Industry Financial Services
Experience
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

Christopher Wagner Christopher Wagner Cleveland/Akron, Ohio Area Details
Christopher Wagner's Strategic Wealth Partners Experience June 2014 - Present
Job Director of Transaction Planning & Advisory at Strategic Wealth Partners
Industry Investment Banking
Experience
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

Michael Perhne, CFP®, AWMA® Michael Perhne, CFP®, AWMA® Westlake, Ohio Details
Michael Perhne, CFP®, AWMA®'s Strategic Wealth Partners Experience July 2010 - October 2012
Job Director of Business Development at Clarity 2 Prosperity Mastermind Group
Industry Investment Management
Experience
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

Kelly Pollak Kelly Pollak Cleveland/Akron, Ohio Area Details
Kelly Pollak's Strategic Wealth Partners Experience November 2012 - February 2014
Job Executive Director at Small Steps Big Strides Childcare
Industry Primary/Secondary Education
Experience
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

E Lawrence Smith, CRPC ®, CRPS ® E Lawrence Smith, CRPC ®, CRPS ® Dallas/Fort Worth Area Details
E Lawrence Smith, CRPC ®, CRPS ®'s Strategic Wealth Partners Experience September 2014 - Present
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
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