More Info

General Info
Before becoming an Investment Adviser, I held positions in finance that allow me to put a trained eye on areas of finance that most advisors wonâ??t help with. The first position was in lending; where I helped individuals and real estate investors with creative financing in order to accomplish their ownership goals. During that time, I used a variety of lending options from banks across the country. Advancing my career, I went into a management role with a regional bank to help retail and commercial bank customers with their banking, lending and investment needs. In 2010, I began to utilize my experience to better help people and begin my career as an Investment Adviser.
Category

Reviews

Hi there!
Be the first to review!
What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

Details

Phone: (216) 573-1010

Address: 4807 Rockside Rd Ste 250, Independence, OH 44131

Website: website

People Also Viewed

View similar Banks
Suggest an Edit