Jeffrey Truelson

Financial Planner at Skylight Financial Group

Jeffrey Truelson's Professional Contact Details

Email (Verified)
****
HQ
(216) 621-5680
Location
Akron, Ohio, US
Company
Skylight Financial Group
Person Seniority
entry
Person Functions
finance
Location Postal Code
44306

Jeffrey Truelson's Current Company Details

Who We Are At Skylight Financial Group, our vision for what financial planning should look like is new, exciting and personal. Everything we do is about you. By making it personal, our financial pl...
Who We Are At Skylight Financial Group, our vision for what financial planning should look like is new, exciting and personal. Everything we do is about you. By making it personal, our financial planning process firmly focuses on what matters to you, your family or your business and helps you achieve the life you deserve. Located in Cleveland, and with district offices in Columbus, Cincinnati and Toledo, Skylight Financial Group provides personal financial planning and has a team of specialists that serves the special needs, business and LGBT communities. Commitment to our Community We are committed to making a difference in people's lives and leaving a positive impact on the communities we serve. Our agency supports various causes, including arts and culture, sports, business, special needs and the LGBT community. Our financial professionals also work to enrich their communities by volunteering at a diverse range of non-profit and charitable organizations. Career We are looking to recruit successful sales people with an excellent work ethic and the desire to build a successful career as a financial services professional. Please contact agency recruiter, Robert Fichter, at [email protected] for more information.
Organization Website
skylightfinancialgroup.com
Organization Languages
English
Organization Revenue
25000
Alexa Ranking
643651
Current Technologies
asp net
microsoft-iis
google analytics
mobile friendly

Job Functions

Finance
Human Resources
Operations
Business Development
Sales
Marketing
Consulting
Entrepreneurship
comprehensive financial planning
special needs planning
lgbt planning
business private client group
retirement income group
corporate education
finance
financial advising
financial services

Jeffrey Truelson's Work History and Education

Skylight Financial Group
Financial Planner
2011 - Present

Colleagues at Skylight Financial Group

Financial Advisor
Marketing Associate
Client Relations and Operations Manager to Jonathan Goldston
Financial Planner

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