Sharon Cfp

Sharon Cfp

Portfolio Manager
Cincinnati, Ohio, United States

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Work Experience

Johnson Investment Counsel

Portfolio Manager

2007-12-01 - Present

PNC Wealth Management

Vice President, Portfolio Manager

2005-01-01 - 2007-01-01

Fifth Third Bank

Portfolio Manager

1995-01-01 - 2005-01-01

Skills

wealth management retirement planning income tax planning estate planning goalbased planning insurance analysis asset management investment management charitable planning cash flow analysis asset protection family mission statement development family office services

Languages

English