Alan Leitson Email & Phone Number
Certified Financial Planner @ SagePoint Financial
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Alan Leitson Location
- Beachwood, OH, US
Alan Leitson Work
- 2016 -now Certified Financial Planner @
- 2007 -2016 Certified Financial Planner @ Balanced Asset Management
- 2000 -2007 Investment Branch Manager @ KeyCorp
- 1986 -1998 Manager @
Alan Leitson Education
- Michigan State University
B.A. (James Madison College - Socio-Economics Concentration)
1981-1985 - West Bloomfield High School
Diploma (General Studies)
1977-1981
Alan Leitson Skills
- finance
- Financial Modeling
- Mortgage
- Asset Management
- Accounting
- Healthcare
- Services
- Financial Services
- Sales Management
- Sales
Alan Leitson Summary
- Alan Leitson, based in Beachwood, OH, US, is currently a Certified Financial Planner at SagePoint Financial. Alan Leitson brings experience from previous roles at Balanced Asset Management, KeyCorp and Allstate. Alan Leitson holds a 1981 - 1985 B.A. in James Madison College - Socio-Economics Concentration @ Michigan State University. With a robust skill set that includes finance, Financial Modeling, Mortgage, Asset Management, Accounting and more. Alan Leitson has 2 emails and 2 mobile phone numbers on RocketReach.
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