Creekside Financial Advisors Expands: Dan Abrams Joins Firm as Chief Operating Officer and Director of Education
Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience.
Cleveland, OH, May 24, 2013 --(PR.com)-- Creekside Financial Advisors LLC, is pleased to announce that Dan Abrams, JD, has joined the financial services firm as Chief Operations Officer and Director of Education.
In his new role, Abrams will be responsible for leading the operations of the financial services firm and providing Creekside’s advisors with research and educational tools.
“Few firms of our size have COOs or Directors of Education, but we’re unlike other financial management firms,” explained Nan Cohen, Founder & CEO of Creekside Financial Advisors. “Dan’s a fabulous addition to ensure we manage our growth and that our advisors continue to provide concierge-level services to every client. His masters degree in education and years of teaching experience will be put to great use as he provides research and analysis for our clients and our advisors.”
“I’m thrilled to join Creekside in this exciting dual role. As COO, I’m devoted to helping the firm manage its planned growth while maintaining its extraordinary high level of service. As Director of Education, I’m responsible for conducting research to help our representatives respond to our clients’ questions with the ultimate goal of helping them feel more confident about their financial future,” said Dan Abrams, Creekside Financial Advisors Chief Operating Officer and Director of Education.
About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Nan Cohen, Randy Schneider, and Alan Yanowitz, veteran Cleveland financial planners, are devoted to serving their clients’ lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. Registered Representatives offer securities through Securities America Inc., member FINRA/SIPC. Investment Advisor Representatives offer financial advice through Securities America Advisors Inc. Creekside Financial Advisors LLC and Securities America companies are separate entities.
In his new role, Abrams will be responsible for leading the operations of the financial services firm and providing Creekside’s advisors with research and educational tools.
“Few firms of our size have COOs or Directors of Education, but we’re unlike other financial management firms,” explained Nan Cohen, Founder & CEO of Creekside Financial Advisors. “Dan’s a fabulous addition to ensure we manage our growth and that our advisors continue to provide concierge-level services to every client. His masters degree in education and years of teaching experience will be put to great use as he provides research and analysis for our clients and our advisors.”
“I’m thrilled to join Creekside in this exciting dual role. As COO, I’m devoted to helping the firm manage its planned growth while maintaining its extraordinary high level of service. As Director of Education, I’m responsible for conducting research to help our representatives respond to our clients’ questions with the ultimate goal of helping them feel more confident about their financial future,” said Dan Abrams, Creekside Financial Advisors Chief Operating Officer and Director of Education.
About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Nan Cohen, Randy Schneider, and Alan Yanowitz, veteran Cleveland financial planners, are devoted to serving their clients’ lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. Registered Representatives offer securities through Securities America Inc., member FINRA/SIPC. Investment Advisor Representatives offer financial advice through Securities America Advisors Inc. Creekside Financial Advisors LLC and Securities America companies are separate entities.
Contact
Creekside Financial Advisors, LLC
Laura Sheridan
216-831-2750
creeksidefa.com
Laura Sheridan
216-831-2750
creeksidefa.com
Contact
Categories