Financial Advisor
Current
Feb 2024 - Present
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Roman Skurdal Email & Phone Number
Financial Advisor at Ceva Advisors | Specializing in Asset Management & Financial Planning
at
Ceva Advisors
LinkedIn matched
✓ Verified July 2026
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Current company
Role
Financial Advisor at Ceva Advisors | Specializing in Asset Management & Financial Planning
Location
Dayton, Ohio, United States
Who is Roman Skurdal? Overview
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Quick answer
Roman Skurdal is listed as Financial Advisor at Ceva Advisors | Specializing in Asset Management & Financial Planning at Ceva Advisors, based in Dayton, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Roman Skurdal.
Roman Skurdal previously worked as Financial Advisor at Ceva Advisors and Financial Analyst at Ceva Advisors. Roman Skurdal holds Bachelor Of Science - Bs, Finance And Bs, Economics from Cedarville University.
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Email format at Ceva Advisors
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Ceva Advisors
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Profile bio
About Roman Skurdal
As a Financial Advisor at Ceva Advisors, I help you navigate your financial journey toward long-term growth and security. Whether it’s through personalized financial planning, tailored wealth management, or tax-efficient giving, the focus of our team is on empowering you to make confident, informed decisions with your resources.I’m passionate about partnering with individuals who want to steward their wealth wisely and pursue their financial dreams. Together, we’ll simplify the complexities of your financial life, helping you stay focused on what matters most.At Ceva Advisors, we’re an independent, employee-owned firm dedicated to providing customized financial strategies tailored to your unique goals. Our approach integrates dynamic asset management with personalized planning, helping your legacy reflect your vision and values.
Listed skills include Microsoft Excel, Microsoft Office, and Problem Solving.
Current workplace
Roman Skurdal's current company
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9 roles
Roman Skurdal work experience
A career timeline built from the work history available for this profile.
Financial Analyst
· Conducted financial research on funds, markets, and other related topics · Utilized API connections to store data to create custom Power BI reports visualizing key market and economic trends, · Developed detailed Excel-based reports on various portfolio models· Executed trades and rebalances for portfolios
Nov 2023 - Feb 2024
Financial Analyst
Harnesessed data from real estate portfolios to create and manage SQL databases, develop custom dashboards providing actionable insights, underwrite deals, and aid in the analysis of both owned and target affordable housing properties.
May 2023 - Oct 2023
Underwriting Analyst Intern
· Created SQL database to store real estate deals and property information to streamline the underwriting process· Developed Power BI dashboards connected to the SQL database for investment pitch decks and in-depth analysis of Aberdeen’s real estate portfolio· Reformatted excel underwriting model to create a live updating model connected to the SQL database· Underwrote LIHTC deals for low-income housing real estate investment· Aided in applications for government funds for the development and acquisition of low-income housing deals
May 2022 - Apr 2023
Finance Department Intern
· Created and complex excel reports for tracking sales trends to compare with financial decisions made at the individual store level and to recognize performance trends in stores.· Created lease action reports which consolidated and updated lease data to be used in negotiating new leases and decision-making regarding current leases for stores.· Generated weekly financial reports to be sent to shareholders.· Generated financial statements after the accounting period close.· Aided in creating deposits, journal entries, accruals, and other miscellaneous accounting items.
May 2021 - Jan 2022
Distribution Associate
Dec 2020 - Jan 2021
Distribution Associate And Batching Lead
Mar 2020 - Aug 2020
Turf Maintenance Associate
May 2019 - Nov 2019
Turf Maintenance Associate
May 2018 - Oct 2018
1 education record
Roman Skurdal education
FAQ
Frequently asked questions about Roman Skurdal
Quick answers generated from the profile data available on this page.
What company does Roman Skurdal work for?
Roman Skurdal works for Ceva Advisors.
What is Roman Skurdal's role at Ceva Advisors?
Roman Skurdal is listed as Financial Advisor at Ceva Advisors | Specializing in Asset Management & Financial Planning at Ceva Advisors.
Where is Roman Skurdal based?
Roman Skurdal is based in Dayton, Ohio, United States while working with Ceva Advisors.
What companies has Roman Skurdal worked for?
Roman Skurdal has worked for Ceva Advisors, Aberdeen Capital, Emerald City Pizza, Amazon, and Echo Falls Country Club.
How can I contact Roman Skurdal?
You can use AeroLeads to view verified contact signals for Roman Skurdal at Ceva Advisors, including work email, phone, and LinkedIn data when available.
What schools did Roman Skurdal attend?
Roman Skurdal holds Bachelor Of Science - Bs, Finance And Bs, Economics from Cedarville University.
What skills is Roman Skurdal known for?
Roman Skurdal is listed with skills including Microsoft Excel, Microsoft Office, and Problem Solving.
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