Robert O Email & Phone Number
Tax and Family Wealth Planning Relationship Manager @ Western Reserve Trust Company
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Robert O Location
- Cleveland, OH, US
Robert O Work
- Tax and Family Wealth Planning Relationship Manager @ (July 2024 - Present)
- Director @ (July 2022 - July 2024)
- Senior Tax Manager @ (September 2020 - July 2022)
- Tax Manager @ (July 2018 - September 2020)
- Tax Supervisor @ (July 2016 - July 2018)
- Tax Senior @ (January 2016 - June 2016)
- Staff Tax Accountant @ (October 2012 - December 2015)
- Tax Intern @ (January 2012 - April 2012)
Robert O Education
- The University of Akron
Master's degree (Taxation)
2020-2022 - Cleveland State University
Master of Business Administration (M.B.A.) (Accounting)
2010-2014 - Cleveland State University
Bachelors of Business Administration (Accounting)
2009-2010
Robert O Skills
- Accounting
- CPA
- Corporate Tax
- Financial Accounting
- Financial Analysis
- Financial Reporting
- GAAP
- Income Tax
- Internal Controls
- Microsoft Excel
- Peachtree
- QuickBooks
- Real Estate
- Sales Tax
- Spreadsheets
- Tax
- Tax Accounting
- Tax Preparation
- Tax Returns
Robert O Summary
- Robert O, based in Cleveland, OH, US, is currently a Tax and Family Wealth Planning Relationship Manager at Western Reserve Trust Company. Robert O brings experience from previous roles at Corrigan Krause CPAs and Consultants. Robert O holds a 2020 - 2022 Master's degree in Taxation @ The University of Akron. With a robust skill set that includes Accounting, CPA, Corporate Tax, Financial Accounting, Financial Analysis and more. Robert O has 2 emails on RocketReach.
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Top Western Reserve Trust Company Employees
Christopher Geiss
Chief Fiduciary Officer
Cleveland, OH, US
Kristy Paduch
Tax Administrative Assistant
Cleveland, OH, US
Matt Moore
Trust Officer
Cleveland, OH, US
Joseph Ferraro
Director, Family Wealth and Fiduciary Counsel
Cleveland, OH, US
Dominic Fragapane
Chief Financial Officer
North Ridgeville, OH, US
Gwyn Broski
Director, Tax
Amherst, OH, US
Andrea Schwenner
Corporate Controller
Cleveland, OH, US
Sean Ginley
Tax Associate
Cleveland, OH, US
Robert O
Tax and Family Wealth Planning Relationship Manager
Cleveland, OH, US
Brooke Hartman
Account Administrator
Cleveland, OH, US
Maeve Lenehan
Client Service Coordinator
Cleveland, OH, US
Ginger Mlakar
Chief Philanthropy Officer
Cleveland, OH, US
Ryan Strong
Senior Trust Officer
Cleveland, OH, US
Bill Karnatz
President
Cleveland, OH, US
Makayla Brown
Trust Officer
Cleveland, OH, US
Dean Hunt
Senior Trust Officer
Cleveland, OH, US
William Testa
Trust Administrator
Cleveland, OH, US
Leeann Bareswilt
Senior Trust Officer
Cincinnati, OH, US
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