Rich Roedersheimer's Location
Cincinnati, OH, US
Rich Roedersheimer's Work
- Senior Vice President @ Evergreen Advisors
- Financial Advisor @ Oppenheimer & Co. Inc.
- Ticketing Services @ Cincinnati Playhouse in the Park
- Internal Annuity Wholesaler @ Protective Life
- Client Service Intern @ LPK
- Buyer and Planning Manager and Licensing Coordinator @ Vesi Incorporated
Rich Roedersheimer's Education
- University of Cincinnati
MBA (Marketing)
2008 - 2009 - Baldwin Wallace College
Bachelor of Music, Musical Theatre (Musical Theatre)
1998 - 2001
Rich Roedersheimer's Skills
- 401(k) Rollovers
- Asset Allocation
- Business-Succession Strategies
- Deffered Compensation Plans
- Estate Investment Strategies
- Financial Advisory
- Financial Services
- Fixed Income Strategies
- Insurance
- Investment Strategies
Rich Roedersheimer's Summary
Rich Roedersheimer, based in Cincinnati, OH, US, is currently a Senior Vice President at Evergreen Advisors, bringing experience from previous roles at Oppenheimer & Co. Inc., Cincinnati Playhouse in the Park, Protective Life and LPK. Rich Roedersheimer holds a 2008 - 2009 MBA in Marketing @ University of Cincinnati. With a robust skill set that includes 401(k) Rollovers, Asset Allocation, Business-Succession Strategies, Deffered Compensation Plans, Estate Investment Strategies and more, Rich Roedersheimer contributes valuable insights to the industry. Rich Roedersheimer has 2 emails on RocketReach.
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ViewShelley Lombardo
Chief Operating Officer at Evergreen Advisors
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