Since 1995, Ted Saneholtz has been working in Summit Financial Strategies, Inc based 73, 73. Ted is a well-qualified Founder with over nine years of work experience. According to Ted's resume and work profile, the professional has worked at more than six places with numerous backgrounds and gained various skills. Ted attended school at the Miami University from 1979 to 1983. Ted Saneholtz can be found in Amherst, New York – where this professional is currently located. You can search for Ted's e-mail and phone. We can also provide you with exhaustive contact information upon request.
Name variants:
Edmund Saneholtz,
Edward Saneholtz,
Theodore Saneholtz
Last updated Jun 14, 2024
Contact Information
Last Update
Jul 8, 2022
Email
te**@summitfin.com, ts**@columbus.rr.com
Location
Amherst, NY
Workplace
Founder
Columbus, OH
Industry
Financial Services, Financial Planning Investment Advising
Colleagues
Work History
Founder
7965 north High St SUITE 350, Columbus, OH 43206
from Nov 1995
Director of Financial Planning and Family Wealth Planning
Chicago, IL
Assited with the development and management of Arthur Andersen's personal financial planning and family wealth planning practice based in the Detroit and Toledo offices from 1989 to 1993. Fi...
Apr 1985 — Sep 1993
Office Manager
Brief stint within my father's distribution business bewtween my work at Kidder Peabody and my entry into Artthur Andersen. In later years I assisted my father with the eventual sale of this...
Mar 1984 — Sep 1984
Retail Stock Broker
Retail broker with Kidder Peabody. First job out of college. Wonderful learning experience buy unsuccessful within their sales environment.
Apr 1983 — Feb 1984
Education
1979 — 1983
1975 — 1979
Occupations
Executive
Founder
Accountant
Finance and Accounting Specialist
Director
Founding Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Retirement Planning
Investment Management
Estate Planning
Succession Planning
Insurance Planning
Wealth Management Services
FAQs about Ted Saneholtz
What is the main profession of Ted Saneholtz?
This professional's job is Founder
What are the profession of The professional?
These person's professions are Executive and Founder
Where is Ted Saneholtz located?
Ted Saneholtz is currently located in Amherst, New York.
Does the expert have the email address?
te**@summitfin.com and ts**@columbus.rr.com is Ted Saneholtz's email address.
Where did Ted Saneholtz work?
The professional worked at Summit Financial Strategies, Inc., Arthur Andersen & Co..
What education does Ted Saneholtz have?
Ted studied at the Miami University from 1979 to 1983.
Are there any special industries, that Ted Saneholtz works in?
This person works in Financial Services industry.
Are there any skills Ted Saneholtz has?
This person has such skills as Retirement Planning, Investment Management, Estate Planning, Succession Planning, Insurance Planning, and Wealth Management Services.