Michael J. Swallow, Cfa, Cpa

Michael J. Swallow, Cfa, Cpa Email and Phone Number

Executive Vice President @ CBIZ
Independence, OH, US
Michael J. Swallow, Cfa, Cpa's Location
Independence, Ohio, United States, United States
Michael J. Swallow, Cfa, Cpa's Contact Details

Michael J. Swallow, Cfa, Cpa work email

Michael J. Swallow, Cfa, Cpa personal email

n/a

Michael J. Swallow, Cfa, Cpa phone numbers

About Michael J. Swallow, Cfa, Cpa

I am an Executive Vice President for Retirement & Investment Solutions a practice of CBIZ, Inc. CBIZ, Inc (NYSE: CBZ) is a leading national provider of financial, insurance, and advisory services with more than 100 offices located across the country. The work I do for Retirement & Investment Solutions is dedicated to helping retirement plan sponsors mitigate risks and help plan participants reach their retirement goals. I work with organizations sponsoring retirement plans to help them manage the personal liability associated with being a fiduciary to a qualified plan. The Retirement & Investment Solutions practice of CBIZ, Inc. provides a broad range of investment advisory, actuarial, and administration services to thousands of institutional and private clients.Specialities: Retirement Planning, Retirement Plan Design, Retirement Plan Administration, Retirement Plan Compliance, Retirement Plan M&A/Conversions, Fee and Expense Benchmarking, Participant Education/Advice, For 5500 and Schedules, Pension Actuarial, Plan Terminations, InvestmentsRetirement & Investment Solutions has experience working with a variety of plan types, including: 401(k), 403(b), SIMPLE IRA, SEP, 457, 401(a), Profit Sharing Plans, Money Purchase Plan, Pension, Cash Balance, Non-Qualified (DC & DB), SERP, VEBA, UTMA/UGMA and Trust Accounts.*For important disclosures, please visit: https://www.cbiz.com/insurance-hr/services/retirement-investment-solutions/retirement-and-investment-solutions-disclosures

Michael J. Swallow, Cfa, Cpa's Current Company Details
CBIZ

Cbiz

View
Executive Vice President
Independence, OH, US
Website:
cbiz.com
Employees:
8381
Michael J. Swallow, Cfa, Cpa Work Experience Details
  • Cbiz
    Executive Vice President
    Cbiz
    Independence, Oh, Us
    View
  • Northeast Ohio Foundation For Patriotism (Neopat)
    Chairman Of The Board & Co-Founder
    Northeast Ohio Foundation For Patriotism (Neopat) Jan 2011 - Present
    Cleveland, Ohio, Us
    To learn more about NEOPAT please view the short video below or www.neopat.orgOur mission is to inspire others to promote patriotism and support Northeast Ohio military personnel and their families by working to alleviate the sacrifices they make for our freedom. Our fundraising efforts are focused on supporting basic, emergency, health, and morale needs of Northeast Ohio military families.NEOPAT is also dedicated to conducting and promoting events that will deepen the sense of patriotism locally. By encouraging non-military individuals and families to share time, talents and finances to benefit local patriots and by creating interaction opportunities between civilian and military families, NEOPAT can highlight the importance of patriotism for generations to come.
    View
  • Lakeside Chautauqua Foundation
    Foundation Board Member
    Lakeside Chautauqua Foundation Aug 2015 - Jul 2021
    The Lakeside Chautauqua Foundation (LCF) is a non-profit organization and subsidiary of Lakeside Chautauqua. LCF manages the long-term endowment funds and annuity accounts, oversees the Lakeside Fund and cultivates major gifts, providing oversight and accountability for funds raised, funds distributed and results achieved. Furthermore, LCF provides education regarding philanthropic support for Lakeside.
  • Northern Ohio Italian American Foundation (Noia)
    Finance Committee
    Northern Ohio Italian American Foundation (Noia) Jan 2014 - Dec 2015
  • Gallery Asset Management
    Principal & Shareholder
    Gallery Asset Management 2000 - 2003
  • Ernst & Young
    Auditor
    Ernst & Young 1997 - 1999
    London, Gb
    View
  • Img
    Intern
    Img 1995 - 1995

Michael J. Swallow, Cfa, Cpa Skills

Employee Benefits Retirement Planning Strategic Planning Finance Defined Benefit Business Development Mergers And Acquisitions Pensions Due Diligence Deferred Compensation Fundraising 401k Relationship Management Governance Accounting Profit Sharing Benefits Administration Business Valuation Government

Michael J. Swallow, Cfa, Cpa Education Details

  • John Carroll University
    John Carroll University
    Accounting
  • Maple Heights High School
    Maple Heights High School

Frequently Asked Questions about Michael J. Swallow, Cfa, Cpa

What company does Michael J. Swallow, Cfa, Cpa work for?

Michael J. Swallow, Cfa, Cpa works for Cbiz

What is Michael J. Swallow, Cfa, Cpa's role at the current company?

Michael J. Swallow, Cfa, Cpa's current role is Executive Vice President.

What is Michael J. Swallow, Cfa, Cpa's email address?

Michael J. Swallow, Cfa, Cpa's email address is ms****@****pat.org

What is Michael J. Swallow, Cfa, Cpa's direct phone number?

Michael J. Swallow, Cfa, Cpa's direct phone number is 216-447*****

What schools did Michael J. Swallow, Cfa, Cpa attend?

Michael J. Swallow, Cfa, Cpa attended John Carroll University, Maple Heights High School.

What skills is Michael J. Swallow, Cfa, Cpa known for?

Michael J. Swallow, Cfa, Cpa has skills like Employee Benefits, Retirement Planning, Strategic Planning, Finance, Defined Benefit, Business Development, Mergers And Acquisitions, Pensions, Due Diligence, Deferred Compensation, Fundraising, 401k.

Who are Michael J. Swallow, Cfa, Cpa's colleagues?

Michael J. Swallow, Cfa, Cpa's colleagues are Rob Kerr, Gregory Meridien, Cpa, Olivia Mcgrath, Samuel Pimentel, Candace Thompson, Carisa Taskova, Jeremy Beasley, Apa.

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