Luci C.
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Luci C. Email & Phone Number

Strategic Director at SEIA at Signature Estate & Investment Advisors, LLC
Location: Beachwood, Ohio, United States 6 work roles 1 school
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Role
Strategic Director at SEIA
Location
Beachwood, Ohio, United States
Company size

Who is Luci C.? Overview

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Luci C. is listed as Strategic Director at SEIA at Signature Estate & Investment Advisors, LLC, a company with 203 employees, based in Beachwood, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Luci C..

Luci C. previously worked as Strategic Asssistant at Signature Estate & Investment Advisors, Llc and Business Owner at Charnas Business Services. Luci C. holds Ba, Economics from John Carroll University.

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Signature Estate & Investment Advisors, LLC

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Profile bio

About Luci C.

Luci Charnas is Strategic Assistant for the Legan Team at SEIA. In her role, Luci is dedicated to ensuring client service excellence and continuously enhancing operational aspects of the practice. She adeptly handles client interactions, offers practice support, manages scheduling, and addresses a wide range of client service matters.Luci graduated from John Carroll University with a Bachelor’s degree in Economics with a minor in American Politics. She brings a depth of analytic experience and client facing skills, honed over years at Ernst & Young and her own consulting firm.Luci resides in Beachwood with her husband Steve and their two children, Julia and Adam. Outside of the office, she’s an avid reader who loves hiking, history and theater.Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser;however, such registration does not imply a certain level of skill or training and no inference tothe contrary should be made. Securities offered through Signature Estate Securities, LLCmember FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue ofthe Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.For additional disclosure information please visit our website at: https://www.seia.com/legal-disclaimer/

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Luci C.'s current company

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Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, Llc
Strategic Director at SEIA
Beachwood, OH, US
Website
Employees
203
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6 roles

Luci C. work experience

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Strategic Asssistant

Current

United States

At Frank Legan Advisors (a proud member of SEIA), we believe in a holistic and calm approach to planning, wealth preservation and creation. We use a humanity-driven approach to build your financial plan in a way that honors you and celebrates your past experiences. We have created a Shared Purpose community that lives your plan with you day by day, year by.

Apr 2016 - Present

Business Owner

Charnas Business Services

Beachwood, Ohio

We work with small businesses to help them be better. Those results are achieved in a number of ways depending upon the issues at hand. At the core, we use critical thinking skills and fact-based insight to help companies improve their positioning. Creative and a bit unconventional at times, but never dull.

Dec 2009 - Mar 2016

Franchise Owner

Beachwood, Ohio

IFG is one of hundreds of factoring companies in the US, and they specialize in spot factoring. Because IFG isn't always the best fit and sometimes companies need more than cash, I also provided solid advice on how to make their business better.

Apr 2010 - Apr 2014

Consumer Products Analyst

Responsible for driving strategic industry insight for the global consumer products practice at Ernst & Young. Educated and prepared EY practitioners on industry issues and trends; led directly to revenue generation, identification of service opportunities and enhancement EY’s reputation in the marketplace.

Sep 1996 - Jan 2009

Senior Industry Analyst

The Freedonia Group

Analyzed a variety of industries including beverages, food additive and paints. Focus was on the development of statistical models to understand the supply/demand dynamics of an industry in the context of economic factors and implications. Elicited additional data through interviews with primary contacts in the industry. Wrote and developed articles for a.

Mar 1989 - Aug 1996
Team & coworkers

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1 education record

Luci C. education

FAQ

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What company does Luci C. work for?

Luci C. works for Signature Estate & Investment Advisors, LLC.

What is Luci C.'s role at Signature Estate & Investment Advisors, LLC?

Luci C. is listed as Strategic Director at SEIA at Signature Estate & Investment Advisors, LLC.

Where is Luci C. based?

Luci C. is based in Beachwood, Ohio, United States while working with Signature Estate & Investment Advisors, LLC.

What companies has Luci C. worked for?

Luci C. has worked for Signature Estate & Investment Advisors, Llc, Charnas Business Services, The Interface Financial Group, Ernst & Young Llp, and The Freedonia Group.

Who are Luci C.'s colleagues at Signature Estate & Investment Advisors, LLC?

Luci C.'s colleagues at Signature Estate & Investment Advisors, LLC include Jonathan Arntz, Julia Fahlen, Corey Goldstein, Cfp®, Cpwa®, Cepa®, Stephanie Perkins, Aif®, and Theresa Ngo.

How can I contact Luci C.?

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What schools did Luci C. attend?

Luci C. holds Ba, Economics from John Carroll University.

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