Trace Tisler Email & Phone Number
Financial Adviser and Investment Specialist @ Epic Financial, LLC
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Trace Tisler Location
- Akron, OH, US
Trace Tisler Work
- 2013 -now Financial Adviser and Investment Specialist @
- 2006 -2013 Director of Wealth Management @
Trace Tisler Education
- Boston University
(Certified Financial Planning)
2007-2008 - Kent State University
BS (Finance)
2001-2005
Trace Tisler Skills
- Portfolio Management
- Project Management
- PowerPoint
- Customer Service
- Strategy
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Investments
- Investment Management
- Securities
- Finance
- Asset Management
- Financial Planning
- Estate Planning
- Asset Allocation
- Financial Analysis
- Retirement
- Risk Management
Trace Tisler Summary
- Trace Tisler, based in Akron, OH, US, is currently a Financial Adviser and Investment Specialist at Epic Financial, LLC. Trace Tisler brings experience from previous roles at Jentner Wealth Management. Trace Tisler holds a 2007 - 2008 Boston University. With a robust skill set that includes Portfolio Management, Project Management, PowerPoint, Customer Service, Strategy and more. Trace Tisler has 2 emails and 1 mobile phone numbers on RocketReach.
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