William (Bill) Leonard

William (Bill) Leonard Email and Phone Number

Executive Vice President, Oswald Companies @ Loyola Consulting Group
William (Bill) Leonard's Location
Greater Cleveland, United States, United States
William (Bill) Leonard's Contact Details

William (Bill) Leonard personal email

n/a

William (Bill) Leonard phone numbers

About William (Bill) Leonard

Financial ExecutiveCPACFPTwenty years of experience serving on ESOP Company BoardsCurrently serve on the Board of Trustees of Saint Edward High School and the Cuyahoga County Library Board. Specialties: Accounting, Insurance Brokerage, ESOP (Employee Stock Ownership Plan), Construction, Negotiations, Financial Planning, InvestingAngel Investor, Advisor to start ups.

William (Bill) Leonard's Current Company Details
Loyola Consulting Group

Loyola Consulting Group

View
Executive Vice President, Oswald Companies
William (Bill) Leonard Work Experience Details
  • Loyola Consulting Group
    Business Consultant
    Loyola Consulting Group Mar 2024 - Present
    View
  • Nirvana Healthcare Ventures
    Cfo Nirvana Healthcare Ventures Llc
    Nirvana Healthcare Ventures Apr 2021 - Present
  • Oswald Companies
    Executive Vice President
    Oswald Companies Aug 1997 - Present
    Cleveland, Ohio, Us
    Insurance Brokerage operation with > 400 employees, serving the Midwest. ESOP CompanyResponsibilites include: Leading Retirement Services Practice, Human Resources, Treasury, Legal, and Corporate Governance. Shareholder, Officer, past member of Board of Directors (Director)
    View
  • Proformex
    Corp Sec, Advisor, Investor
    Proformex Aug 2017 - Mar 2023
    Proformex, a SaaS based technology platform, has fixated on a single objective: ensure that insurance carriers and their products deliver on promises made to contract holders. Agents, trustees, insureds and other policy related advisors need a way to manage, track and monitor policies to ensure that insurance contracts perform as intended. Proformex software was created to meet this need, providing the tools necessary to meet a new professional standard of proactive policy management.
  • Oswald Financial, Inc.
    Vice President
    Oswald Financial, Inc. Jan 2011 - Apr 2021
    Cleveland, Oh, Us
    View
  • The Great Lakes Construction Company
    Cfo
    The Great Lakes Construction Company 1986 - 1997
    Hinckley, Oh, Us
    Responsible for all Financial, Treasury, Administrative and Safety functions. One of three key executives reporting directly to the CEO
    View
  • Kidde Automated Systems
    Vp Finance And Administration
    Kidde Automated Systems 1982 - 1986
    Functioned as CFO in a start up company. Wholly owned subsidiary of Fortune 500 Company Kidde, Inc. Charged with developing a computer based fire alarm and security systems business. Operated internationally with two manufacturing facilities, one fabrication/warehouse facility and 8 regional marketing offices. Serviced the auto industry, finacial institutuions, prisons, NASA.
  • Arthur Andersen & Company
    Senior Audit Manager
    Arthur Andersen & Company 1972 - 1982
    10 years, first seven dedicated to Financial Services Practice (Banks, Insurance Companies, Broker Dealers, etc.), Last three years dedicated to Closely Held Business Owners (small business practice)

William (Bill) Leonard Skills

Strategic Financial Planning Insurance Finance Strategic Planning Financial Planning Accounting Risk Management Employee Benefits Retirement Underwriting Health Insurance 401k Mergers Retirement Planning Financial Analysis Executive Management Auditing Small Business Negotiation Construction Insurance Brokerage Captives Esop Retirement Plan Consulting Disability Insurance Mergers And Acquisitions Property And Casualty Insurance Financial Services Investments

William (Bill) Leonard Education Details

  • The Ohio State University
    The Ohio State University
    Accounting
  • St Edward High School
    St Edward High School

Frequently Asked Questions about William (Bill) Leonard

What company does William (Bill) Leonard work for?

William (Bill) Leonard works for Loyola Consulting Group

What is William (Bill) Leonard's role at the current company?

William (Bill) Leonard's current role is Executive Vice President, Oswald Companies.

What is William (Bill) Leonard's email address?

William (Bill) Leonard's email address is bl****@****ies.com

What is William (Bill) Leonard's direct phone number?

William (Bill) Leonard's direct phone number is +121636*****

What schools did William (Bill) Leonard attend?

William (Bill) Leonard attended The Ohio State University, St Edward High School.

What skills is William (Bill) Leonard known for?

William (Bill) Leonard has skills like Strategic Financial Planning, Insurance, Finance, Strategic Planning, Financial Planning, Accounting, Risk Management, Employee Benefits, Retirement, Underwriting, Health Insurance, 401k.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.