C

Chad Schleh's
email & phone

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Current Position:

Associate Director, Wealth Advisor at Sequoia Financial Group

Experience:

17 years

Location:

Cleveland, Ohio

How to contact Chad Schleh

Last updated:2025-04-15
emailc****s@sequoia-financial.com
phone+1-***-***-9465
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Analytics

According to LinkedIn Chad Schleh started working on 2008, then the employee has changed 5 companies and 12 jobs. On average, Chad Schleh works for one company for 1 year 5 months. Chad Schleh has been working as a Associate Director, Wealth Advisor for Sequoia Financial Group for 487 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Associate Director, Wealth Advisor at Sequoia Financial Group

Apr 2024 - Current

Relationship Manager III, Assistant Vice President at PNC

Oct 2022 - Mar 2024

Portfolio and Trust Administrator, Assistant Vice President at PNC

Mar 2022 - Oct 2022

Associate Portfolio and Trust Administrator, Officer at PNC

Dec 2020 - Mar 2022

Client Advisor, Officer at PNC

Jul 2019 - Dec 2020

Merchant Services Account Executive, Officer at PNC

Jul 2018 - Jul 2019

Private Client Group Relationship Manager I, Officer at PNC

Dec 2017 - Jul 2018

Licensed Banker at Citizens

Jun 2016 - Dec 2017

Preferred Program Specialist at Fifth Third Bank

Aug 2015 - Jun 2016

Retail Personal Banker II at Fifth Third Bank

Feb 2013 - Aug 2015

Financial Services Specialist at Apprisen

Jan 2012 - Feb 2013

Lab Assistant/ Circulation Desk Assistant and Student Supervisor at Wheaton College

Aug 2008 - Aug 2011

Teacher's Assistant at Wheaton College

Aug 2009 - May 2011

Education

Master of Business Administration - MBA at The University of Toledo

Summa Cum Laude; Bachelor of Arts at Wheaton College

Current Company Information Sequoia Financial Group

Name: Sequoia Financial Group

Speciality: Financial Planning, Asset Management, Estate and Insurance Planning, Family Office Services, Trustee Support Services, Retirement Planning, Special Needs Financial Planning

Location: Akron, OH, United States

Employees: 200-500

HQ Phone: (330) 375-9480

Email: info@sequoia-financial.com

Description: Sequoia Financial Group takes a client-centered approach to provide comprehensive financial planning and wealth management services, including asset management, estate and retireme...

Frequently Asked Questions

How long has Chad Schleh been working as a Associate Director, Wealth Advisor?

Chad Schleh's total experience in various companies as a Associate Director, Wealth Advisor 1 year 4 months.

What is Chad Schleh's minimum period of employment in the companies?

Chad Schleh's minimum period of employment in various companies is 7 months.

What is Chad Schleh's average duration of employment for different companies?

On average, Chad Schleh works for one company for 1 year 5 months

What industries has Chad Schleh worked in?

Chad Schleh works in the Financial Services. Previously, Chad Schleh worked in the Banking, and Higher Education.

What positions has Chad Schleh held before?

Previously, Chad Schleh worked as a Relationship Manager III, Assistant Vice President, and Portfolio and Trust Administrator, Assistant Vice President, and Associate Portfolio and Trust Administrator, Officer, and Client Advisor, Officer, and Merchant Services Account Executive, Officer.

How do I contact Chad Schleh?

Chad Schleh's email address is c****s@sequoia-financial.com, phone number is +1-***-***-9465. Sign up to get contact details.

Who is the President & CEO of the Sequoia Financial Group?

The President & CEO of the Sequoia Financial Group is Thomas Haught

Who are Chad Schleh's peers at other companies?

Chad Schleh's peers at other companies are Andy Preisendanz and Jennifer Pham and Bob Morton
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