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Gautam M Pai, 42Aurora, OH

Gautam Pai Phones & Addresses

Aurora, OH   

33550 Burr Oak Dr, Solon, OH 44139   

Cleveland, OH   

9830 Ridgewood Dr, Twinsburg, OH 44087    330-9631024   

91 Norwich Ave, Columbus, OH 43201   

130 Lane Ave, Columbus, OH 43201   

Social networks

Gautam M Pai

Linkedin

Work

Company: Balanced financial concepts Jan 2009 Position: Financial advisor

Education

Degree: Bachelors, Bachelor of Science School / High School: The Ohio State University 1999 to 2003

Skills

Customer Service • Wealth Management • Financial Planning • Investment Management • Investment Analysis • Insurance Review • Retirement Planning • College Education Planning • Insurance Policies

Languages

English • Spanish

Ranks

Certificate: Certified Wealth Strategist

Industries

Financial Services

Mentions for Gautam M Pai

Resumes & CV records

Resumes

Gautam Pai Photo 28

Financial Advisor

Location:
9830 Ridgewood Dr, Twinsburg, OH 44087
Industry:
Financial Services
Work:
Balanced Financial Concepts
Financial Advisor
Jaincotech India Apr 2005 - Nov 2008
Account Director
National Biochemicals Corp. Sep 2003 - Apr 2005
Technical Sales Representative
National City Bank Jun 2002 - Aug 2002
Database Marketing Research Assistant
Education:
The Ohio State University 1999 - 2003
Bachelors, Bachelor of Science
Skills:
Customer Service, Wealth Management, Financial Planning, Investment Management, Investment Analysis, Insurance Review, Retirement Planning, College Education Planning, Insurance Policies
Languages:
English
Spanish
Certifications:
Certified Wealth Strategist
Accredited Investment Fiduciary (Aif®)
Series 7 Registration
Series 63 Registration
Series 65 Registration
Cannon Financial Institute
Fi360
Financial Industry Regulatory Authority (Finra)
Nasaa

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