William Leonard
Loyola Consulting Group
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
@Loyola Consulting Group
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SKILLS
InvestmentsStrategic PlanningRetirement Plan ConsultingRetirementStrategic Financial PlanningAccountingRisk ManagementFinancial ServicesUnderwritingFinanceAuditingDisability InsuranceFinancial PlanningEsopNegotiationExecutive ManagementProperty & Casualty InsuranceSmall BusinessConstructionFinancial Analysis401kRetirement PlanningEmployee BenefitsInsurance BrokerageMergers & AcquisitionsInsuranceHealth InsuranceCaptivesMergers
ABOUT WILLIAM LEONARD
Financial Executive CPA CFP Twenty years of experience serving on ESOP…
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