Ben Simerly

Founder & Wealth Advisor @Lakehouse Family Wealth

Cleveland, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2022 — Present

Founder & Wealth Advisor @Lakehouse Family Wealth

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Cleveland, OH, US

EDUCATION

2001 — 2004

Lake Catholic High School

High School

2005 — 2009

Bowling Green State University

Bachelors of Science

2004 — 2005

Lakeland Community College

PSEO Study while still in High School

SKILLS

Customer ServiceTrainingNew Business DevelopmentSocial Media MarketingMicrosoft ExcelInformation TechnologyBudgetingMicrosoft OfficeSalesOnline MarketingOperations ManagementManagementTeam ManagementMarketing StrategyLeadershipProject ManagementEvent PlanningSocial MediaWeb DesignBig-Picture ThinkingFinancial PlanningErp ImplementationsLandscapingProject PlanningFinancial ManagementTeam LeadershipStrategic Financial PlanningCrm SoftwareCrmEmployee TrainingBudgetsErp SoftwareStrategic PlanningBusiness DevelopmentDigital MarketingProgram ManagementProphet 21Operating SystemsMarketing Management

ABOUT BEN SIMERLY

Ben Simerly is a Wealth Advisor with experience helping families focus on their financial…

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Ben Simerly — Founder & Wealth Advisor at Lakehouse Family Wealth in Cleveland, OH, US | Unifers