William Leonard

Loyola Consulting Group

Cleveland, OH, US
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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