Luke F Baum
age ~61
from Shaker Heights, OH
- Also known as:
-
- Luke Flagg Baum
- Luke E Baum
- Luke S Baum
- Luke F Aum
- Lf Baum
Luke Baum Phones & Addresses
- Shaker Heights, OH
- Hudson, OH
- Shaker Hts, OH
- Torrance, CA
Resumes
President At Cbiz Financial Solutions, Inc.
view sourceLocation:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
President
view sourceLocation:
500 Boylston St, Boston, MA 02116
Industry:
Management Consulting
Work:
CBIZ, Inc. (NYSE listed CBZ) since Aug 2005
President, CBIZ Financial Solutions, Inc.
Financial Services Institute 2006 - Dec 2011
Member
AssetMark Investment Services - Ohio Valley - Ohio, Indiana, Kentucky and West Virginia Jul 2004 - Jul 2005
Regional Consultant
enTrust Financial Group, Inc - Beachwood, Ohio Nov 2003 - Jun 2004
Financial Consultant
Dawson Companies - Rocky River, Ohio Jun 2003 - Oct 2003
Vice President, Wealth Management Division
President, CBIZ Financial Solutions, Inc.
Financial Services Institute 2006 - Dec 2011
Member
AssetMark Investment Services - Ohio Valley - Ohio, Indiana, Kentucky and West Virginia Jul 2004 - Jul 2005
Regional Consultant
enTrust Financial Group, Inc - Beachwood, Ohio Nov 2003 - Jun 2004
Financial Consultant
Dawson Companies - Rocky River, Ohio Jun 2003 - Oct 2003
Vice President, Wealth Management Division
Education:
College for Financial Planning 1986 - 1988
CFP, Personal Financial Planning John Carroll University 1982 - 1986
B.S.B.A., Finance Loyola Academy 1978 - 1982
HS Diploma, Loyola Academy
CFP, Personal Financial Planning John Carroll University 1982 - 1986
B.S.B.A., Finance Loyola Academy 1978 - 1982
HS Diploma, Loyola Academy
Skills:
Business Relationship Management
Customer Service and Retention Strategies
Strategic Planning and Project Management
Marketing Strategy
Project Management
Contract Negotiations
Leadership and Mentoring
Financial Services
Finance
Financial Advisory
Series 7
Series 24
Series 63
Series 65
Series 4
Series 53
Redtail Crm
Insurance
Customer Service and Retention Strategies
Strategic Planning and Project Management
Marketing Strategy
Project Management
Contract Negotiations
Leadership and Mentoring
Financial Services
Finance
Financial Advisory
Series 7
Series 24
Series 63
Series 65
Series 4
Series 53
Redtail Crm
Insurance
Interests:
Family
Social Services
Children
Environment
Marathon/Ultra Running
Travel
Health
Social Services
Children
Environment
Marathon/Ultra Running
Travel
Health
Certifications:
License 20808
License 8922Aif
Certified Financial Planner Board of Standards, Inc, License 20808
Fi360, License 8922Aif
License 8922Aif
Certified Financial Planner Board of Standards, Inc, License 20808
Fi360, License 8922Aif
President
view sourceLocation:
Cleveland, OH
Work:
Relm Consulting
President
President
Education:
John Carroll University
Name / Title
Company / Classification
Phones & Addresses
President, President, President
Cbiz Financial Solutions, Inc
Business Services
Business Services
6050 Oak Tree Blvd, Cleveland, OH 44131
(440)4433100
(440)4433100
President
CBIZ WEALTH MANAGEMENT, LLC
350 N Saint Paul St STE 2900, Dallas, TX 75201
6050 Oak Tree Blvd S STE 500, Independence, OH 44131
6050 Oak Tree Blvd S STE 500, Independence, OH 44131
VTX AGENCY OF MICHIGAN, INC
33505 14 Mile Rd SUITE 60, Farmington, MI 48331
1931 Georgetown Rd, Hudson, OH 44236
1931 Georgetown Rd, Hudson, OH 44236
President
VTX Agency of Michigan, Inc
1931 Georgetown Rd, Hudson, OH 44236
690 Meadowbrook Dr, Aurora, OH 44202
3837 Faversham Rd, Cleveland, OH 44118
5780 Powers Fry Rd NW, Atlanta, GA 30327
690 Meadowbrook Dr, Aurora, OH 44202
3837 Faversham Rd, Cleveland, OH 44118
5780 Powers Fry Rd NW, Atlanta, GA 30327
Classmates
Luke Baum
view sourceSchools:
Chute Middle School Evanston IL 1974-1978, Loyola Academy Wilmette IL 1978-1982
Community:
Charles Bidwill, Kandice Underhill
John Carroll University, ...
view sourceGraduates:
Luke Baum (1982-1986),
D C (1992-1996),
Rori Marchini (1987-1992),
Tempress Jackson (2002-2005),
Luarie Kotoch (1991-1995),
James Sprosty (1999-2001)
D C (1992-1996),
Rori Marchini (1987-1992),
Tempress Jackson (2002-2005),
Luarie Kotoch (1991-1995),
James Sprosty (1999-2001)
Loyola Academy, Wilmette,...
view sourceGraduates:
Luke Baum (1978-1982),
Dennis Stonequist (1986-1990),
Joe Torres (1976-1980),
George Horwath (1972-1976),
Annie Monoscalco (2000-2004)
Dennis Stonequist (1986-1990),
Joe Torres (1976-1980),
George Horwath (1972-1976),
Annie Monoscalco (2000-2004)
Luke F. Baum
view source
Luke Baum
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Luke Baum
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Luke Baum
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Luke Baum
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Luke Baum
view sourceMyspace
Youtube
Googleplus
Luke Baum
Lived:
Cleveland, ohio
Education:
John Carroll University
Luke Baum
Luke Baum
Flickr
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