Scott Lepa phone numbers
Scott Lepa is a Wealth Manager at Prasad Wealth. He possess expertise in investments, portfolio management, retirement planning, investment strategies, asset management and 2 more skills.
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Wealth ManagerPrasad WealthCleveland, Oh, Us
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PartnerCerity Partners Jul 2024 - PresentCleveland, Ohio, United StatesBuilding wealth over a lifetime takes work ethic, energy, a good plan and a little luck.Cerity Partners has the resources to provide that good plan. Cerity Partners is your total solution....personal wealth strategies, corporate retirement plans, non profit organization guidance and succesion planning. Cerity Partners team provides guidance and solutions from start to success and beyond.Wealth and success means something different to everyone, at Cerity we tailor a plan for whatever your "why" is.... -
Sr. Investment AnalystMgo Investment Advisors 2000 - Jul 2024
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Investment AnalystMgo Investment Advisors Jun 1998 - Dec 1999Produced retirement plan investment presentations used in investment analysis and education.Produced quarterly reports highlighting fund return percentages and personalized earnings reports.Participated in 401(k) plan participant enrollment meetings, assisting in individual investor education.Executed exchanges on individual accounts as well as plans, reconciled the confirmations
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Customer ServicePark View Federal Savings Bank Jun 1994 - Apr 1998Worked summer and winter breaks from college to pay for school
Scott Lepa Skills
Scott Lepa Education Details
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Finance
Frequently Asked Questions about Scott Lepa
What company does Scott Lepa work for?
Scott Lepa works for Prasad Wealth
What is Scott Lepa's role at the current company?
Scott Lepa's current role is Wealth Manager.
What is Scott Lepa's direct phone number?
Scott Lepa's direct phone number is +121659*****
What schools did Scott Lepa attend?
Scott Lepa attended Ohio University.
What are some of Scott Lepa's interests?
Scott Lepa has interest in Investment Markets, Golf, Home Improvement.
What skills is Scott Lepa known for?
Scott Lepa has skills like Investments, Portfolio Management, Retirement Planning, Investment Strategies, Asset Management, Accounting, High Net Worth Individuals.
Who are Scott Lepa's colleagues?
Scott Lepa's colleagues are William Lincoln, Tristan Romo, Cpa, Diane Hansen, Tara Vagnone, Cfp®, Mba, Emma Wallace, Alanson Stumler, Russ Curry.
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