Current Position:
Associate Director, Wealth Advisor at Sequoia Financial GroupExperience:
17 yearsLocation:
Cleveland, OhioApr 2024 - Current
Oct 2022 - Mar 2024
Mar 2022 - Oct 2022
Dec 2020 - Mar 2022
Jul 2019 - Dec 2020
Jul 2018 - Jul 2019
Dec 2017 - Jul 2018
Jun 2016 - Dec 2017
Aug 2015 - Jun 2016
Feb 2013 - Aug 2015
Jan 2012 - Feb 2013
Aug 2008 - Aug 2011
Aug 2009 - May 2011
Master of Business Administration - MBA at The University of Toledo
Summa Cum Laude; Bachelor of Arts at Wheaton College
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...
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 monthsWhat 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 HaughtWho are Chad Schleh's peers at other companies?
Chad Schleh's peers at other companies are Andy Preisendanz and Jennifer Pham and Bob MortonFind email for 850M+ professionals