Bill Fazekas

Bill Fazekas

Director of Retirement Plan Consulting and Financial Planning at McDonald Partners
Cleveland, Ohio, United States

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Work Experience

McDonald Partners

Director of Retirement Plan Consulting and Financial Planning

2020-11-01 - Present

Arthur J. Gallagher & Co.

Senior Account Manager

2017-01-01 - 2020-11-01

Pension Advisors

Senior Client Manager

2015-06-01 - 2017-01-01

Voya Financial

Account Manager

2012-02-01 - 2015-05-01

Charles Schwab

Advice Consultant

2008-03-01 - 2012-01-01

TD Ameritrade

Investment Consultant

1999-04-01 - 2004-03-01

Cleveland Lumberjacks Hockey

Mascot/Marketing Asst

1996-06-01 - 1999-04-01

Skills

financial planning trust services retirement services managed assets

Languages

English