Spencer Roule
Partner & Wealth Advisor providing financial guidance to families, businesses and non-profits
- Role
- Partner & Wealth Advisor at Cerity Partners
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Spencer Roule
All my life I wanted to be a coach. I found that after starting a career in coaching I…
Experience
Partner & Wealth Advisor
Apr 2025 — Present
Education
John Carroll University
Master of Business Administration - MBA
2014 — 2017
John Carroll University
Bachelor of Science in Business Administration, Finance
2010 — 2014
Skills
- Social Networking
- Fundraising
- Market Research
- Economics
- Editing
- Volunteer Management
- Financial Analysis
- Human Resources
- Community Outreach
- Coaching
- Analysis
- Sports
- Public Relations
- Teaching
- Time Management
- Access
- Microsoft Word
- Data Analysis
- Social Media
- Spanish
- Curriculum Design
- Critical Thinking
- Event Planning
- Management
- Leadership
- Nonprofits
- Marketing
- Outlook
- Microsoft Office
- Statistics
- Higher Education
- Research
- Public Speaking
- Spss
- Customer Service
- Microsoft Excel
- Powerpoint
- Teamwork
- Leadership Development
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