Trace Tisler's Location
Akron, OH, US
Trace Tisler's Work
- Financial Adviser and Investment Specialist @ Epic Financial, LLC
- Director of Wealth Management @ Jentner Wealth Management
Trace Tisler's Education
- Boston University
(Certified Financial Planning)
2007 - 2008 - Kent State University
BS (Finance)
2001 - 2005
Trace Tisler's Skills
- Portfolio Management
- Project Management
- PowerPoint
- Customer Service
- Strategy
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Investments
- Investment Management
Trace Tisler's Summary
Trace Tisler, based in Akron, OH, US, is currently a Financial Adviser and Investment Specialist at Epic Financial, LLC, bringing 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 contributes valuable insights to the industry. Trace Tisler has 4 emails on RocketReach.
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