Pete Bohrofen
Partner, Wealth Advisor at Waverly Advisors | 513.794.5848 | [email protected]
- Role
- Partner, Wealth Advisor at Waverly Advisors, LLC
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Pete Bohrofen
I work with individuals, retirees, corporations, and public employees to provide…
Experience
Partner, Wealth Advisor
Oct 2024 — Present
Skills
- Leadership
- Securities
- Public Speaking
- Marketing
- Financial Analysis
- Team Building
- Management
- Investments
- Ohio Public Employee Pensions
- Customer Service
- Retirement
- Investment Strategies
- Financial Advisory
- Strategic Planning
- Portfolio Management
- Business Development
- Retirement Planning
- Budgets
- Finance
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