Sean Kriak

Cleveland and Akron, Ohio Area

Sean Kriak has been working as a Managing Director in Mcdonald Partners since 2012. Additionally, this professional has on-the-job experience at more than three companies in the relevant field. Sean has a total work experience of 12+ years. Sean Kriak studied at the Baldwin Wallace University from 2007 to 2009. Nowadays they live in Medina, Ohio region. Find this person's actual email address and number with our search.
Name variants:
Shaun Kriak, Shawn Kriak, Shane Kriak
Last updated Jun 03, 2024

Contact Information

Last Update
Jul 13, 2022
Email
se**@ubs.com
Location
Medina, OH

Workplace

McDonald Partners
Managing Director

Cleveland, OH

Industry

Financial Services

Work History

Managing Director

1301 east 9Th St SUITE 3700, Cleveland, OH 44114
I help clients create, implement, and manage their own personalized comprehensive financial plan including retirement, estate, & investment planning with an emphasis on risk management.
from Mar 2012

Vice President - Investments

Ubs
2004 — 2012

Financial Advisor

2000 — 2004

Education

2004 — 2006

Occupations

Executive
Chief Executive Officer
Vice President
Corporate Executive
Chief Executive

Skills

Investments
Finance
Strategic Financial Planning
Asset Management
Investment Advisory
Retirement Planning
Retirement
Risk Management
Series 7
Financial Advisory
Financial Planning
Portfolio Management
Management
Mutual Funds
Financial Analysis
Estate Planning
Series 63
Securities
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