Sandra Pfs Email & Phone Number
Chief Executive Officer @ Epoch Wealth Management, LLC
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Sandra Pfs Location
- Cleveland, OH, US
Sandra Pfs Work
- Chief Executive Officer @ (January 2016 - Present)
- CPA and PFS, CFP® @ Gontero & Company (January 2013 - December 2016)
- Managing Director @ (January 2009 - January 2013)
- Senior Vice President @ (February 1997 - December 2009)
- Senior Vice President @ (January 1997 - January 2009)
Sandra Pfs Education
- Xavier University
BSBA (Accounting)
1979-1981 - Northwestern University 1978-1979
- Gilmour Academy - Glen Oak 1974-1978
Sandra Pfs Skills
- Asset Management
- High Net Worth Individuals
- Strategic Financial Planning
- Financial Analysis
- Tax
- Financial Planning
- Strategic Planning
- Retirement Planning
- Asset Allocation
- Estate Planning
- Banking
- Investment Advisory
- Accounting
- Wealth Management Services
- Finance
- Estate Tax Planning
- Tax Advisory
- Litigation Support
- Compensation & Benefit
- Portfolio Management
- Leadership
- Due Diligence
- Social Media
- Microsoft Office
- Entrepreneurship
- Compensation and Benefit
- Business Strategy
- High Net Worth
- Marketing Strategy
- Training
- Investments
- Strategic Financial
- Wealth Management
Sandra Pfs Summary
- Sandra Pfs, based in Cleveland, OH, US, is currently a Chief Executive Officer at Epoch Wealth Management, LLC. Sandra Pfs brings experience from previous roles at Gontero & Company, Hawthorn, PNC Family Wealth, Sterling, A National City company and National City Bank. Sandra Pfs holds a 1979 - 1981 BSBA in Accounting @ Xavier University. With a robust skill set that includes Asset Management, High Net Worth Individuals, Strategic Financial Planning, Financial Analysis, Tax and more. Sandra Pfs has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Sandra Pfs
Sandra Pfs
Chief Executive Officer
Cleveland, OH, US
Top Epoch Wealth Management, LLC Employees
Sandra Pfs
Chief Executive Officer
Cleveland, OH, US
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