Help Others Reach Their Financial Destination | Kevin Oleszewski | EP 92
The Thunder Stock Show · Ross Stockdale
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Show Notes
The guest Kevin Oleszewski in his own words:
Started my career in 2012 as an advisor at a big wirehouse.
Earned my CFP designation in 2016, EA in 2017 MST in 2021. During my CFP journey i realized I just like being the planning/strategy person for the client relationship.
Started my planning Career at PNC Private Bank in 2017 as a VP-Wealth Strategist in their centralized planning group.
Then I joined Carson Group as a Sr.
Wealth Planner on the advanced planning team.
Took an opportunity an another Big RIA that was not a good fit and I found my way back to Carson as the Director of Wealth Planning for the Doylestown PA office.
About the Host: Ross Stockdale is a Fractional CMO, marketing consultant, and business owner. Thunder Stock Marketing helps small business owners profitably scale their business.
By leveraging a fractional CMO, SMB owners in the B2B service space can profitably scale and grow without the cost and commitment of a full-time CMO or the hassle of working with marketing agencies.
Visit my website at: https://thunderstockmarketing.com/
Subscribe on Spotify at: https://open.spotify.com/show/6bJd7N1...