Mitchell Romeo's Email & Phone Number
Managing Partner & Financial Advisor
Mitchell Romeo's Email Addresses
Mitchell Romeo's Work Experience
Strata Financial Group, LLC
Managing Partner & Financial Advisor
January 2016 to Present
Strata Financial Group, LLC
Partner & Financial Advisor
January 2016 to Present
RCM Equities, LLC
Owner
January 2017 to January 2019
Citymark Capital
Private Equity Analyst
January 2015 to January 2016
Strata Financial Group, LLC
Investment Research / Administrative Assistant
January 2013 to January 2015
Maseo Fitness
Owner
January 2012 to January 2013
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Mitchell Romeo's Education
University of Chicago Booth School of Business Executive Education
January 2020 to January 2020
The Ohio State University Fisher College of Business
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About Mitchell Romeo's Current Company
Strata Financial Group, LLC
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Frequently Asked Questions about Mitchell Romeo
What company does Mitchell Romeo work for?
Mitchell Romeo works for Strata Financial Group, LLC
What is Mitchell Romeo's role at Strata Financial Group, LLC?
Mitchell Romeo is Managing Partner & Financial Advisor
What is Mitchell Romeo's personal email address?
Mitchell Romeo's personal email address is mi****[email protected]
What is Mitchell Romeo's business email address?
Mitchell Romeo's business email address is mitchell.romeo@***.***
What is Mitchell Romeo's Phone Number?
Mitchell Romeo's phone (**) *** *** 336
What industry does Mitchell Romeo work in?
Mitchell Romeo works in the Capital Markets industry.
About Mitchell Romeo
💼 Past Experience
Mitchell Romeo has worked as a management partner and financial advisor for about 10 years in various industries. They are skilled in Equity Research, Tenacious Work Ethic, Communication, Microsoft Office, and have experience working in the capital markets.Mitchell Romeo is currently a Partner at Strata Financial Group, LLC, which is a financial company that specializes in the capital markets. He is responsible for the company’s equity research, as well as its financial planning and asset management. Mitchell Romeo has worked for Strata for about 10 years and hasils extensive experience in the capital markets.Mitchell Romeo is also responsible for managing RCM Equities, LLC, which is an investment firm that specializes in the capital markets. They were also the owner of Maseo Fitness for about 6 months in January of 2013. In January of 2012, they were also the owner of Cleveland Research Company. In January of 2015, they left Citymark Capital and joined the staff of The Ohio State University. In January of 2016, they left The Ohio State University and joined Strata Financial Group, LLC.Mitchell Romeo holds a Bachelor of Science in Business Administration from The Ohio State University.
🎓 Education
Mitchell Romeo is a graduate of the Certificate, IMCA Certified Private Wealth Advisor Education Program at University of Chicago Booth School of Business Executive Education from January 2020 to January 2020. He also holds a Bachelor's degree in Investment Finance from The Ohio State University Fisher College of Business.Mitchell Romeo's education prepares him for a career in investment finance. He has experience working in the investment industry, and has learned how to produce value for both clients and himself through his studies. As a private wealth advisor, Mitchell Romeo uses his education and experience to help clients achieve their financial goals.Mitchell Romeo has been working in the investment industry for over 10 years. He has experience in both private and public investment accounts. He has also been responsible for writing and managing financial statements for clients. As a private wealth advisor, Mitchell Romeo uses his knowledge and experience to help clients achieve their financial goals.Mitchell Romeo is highly prepared for a career in investment finance. He has learned a lot about the investment industry and his own personal finances since he received his education. Mitchell Romeo is also highly prepared for a career in private wealth advising. He has experience writing financial statements and helping clients achieve their financial goals. Mitchell Romeo is highly qualified for a career in private wealth advising.
💡 Technical & Interpersonal Skills
Education:Mitchell Romeo has a B.S. in Business Administration from The Ohio State University.
Mitchell Romeo’s Personal Email Address, Business Email, and Phone Number
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Mitchell Romeo's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Mitchell Romeo's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 85% chance that Mitchell Romeo is seeking for new opportunities
Mitchell Romeo's Social Media Links
/in/mitchell-romeo-cpwa®-cpfa-282642a2