Experience

Fidato Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Jan 2023 - Present

  Greater Cleveland Fidato Wealth provides comprehensive financial planning for you and your family. Our evidence-based approach will support your retirement goals, helping you invest with confidence and take control of your financial plan. At Fidato Wealth, we aim to provide the very best in financial planning and wealth management. We build plans based on your unique profile and circumstances, recommending only strategies that we ourselves would employ if in the same situation. Our mission is to… Show more Fidato Wealth provides comprehensive financial planning for you and your family. Our evidence-based approach will support your retirement goals, helping you invest with confidence and take control of your financial plan. At Fidato Wealth, we aim to provide the very best in financial planning and wealth management. We build plans based on your unique profile and circumstances, recommending only strategies that we ourselves would employ if in the same situation. Our mission is to use our 50+ years of combined experience to create a positive difference in our clients' retirement years. When you partner with Fidato Wealth, we provide individualized, effective plans for today and tomorrow. Learn more at https://fidatowealth.com/

• Operations Manager

  • Nov 2021 - Present

  Greater Cleveland

• Operations Supervisor

  • 2020 - Nov 2021

  Greater Cleveland

• Lead Client Specialist

  • 2019 - 2020

  Greater Cleveland

• Client Service Specialist

  • Feb 2018 - 2019

  Greater Cleveland



Everything Tented

• General Manager

  • Jun 2011 - Jan 2018



AVI Foodsystems

• United States
• Food and Beverage Services
• 700 & Above Employee

• Catering Specialist

  • Dec 2006 - May 2011