William Leonard
- Role
- Loyola Consulting Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About William Leonard
Financial Executive CPA CFP Twenty years of experience serving on ESOP…
Experience
Present
Skills
- Investments
- Strategic Planning
- Retirement Plan Consulting
- Retirement
- Strategic Financial Planning
- Accounting
- Risk Management
- Financial Services
- Underwriting
- Finance
- Auditing
- Disability Insurance
- Financial Planning
- Esop
- Negotiation
- Executive Management
- Property & Casualty Insurance
- Small Business
- Construction
- Financial Analysis
- 401k
- Retirement Planning
- Employee Benefits
- Insurance Brokerage
- Mergers & Acquisitions
- Insurance
- Health Insurance
- Captives
- Mergers
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