Image of Mitchell Romeo

Mitchell Romeo's Email & Phone Number

Managing Partner & Financial Advisor

Mitchell Romeo's Email Addresses

mi****[email protected] Personal Email

Mitchell Romeo's Phone Numbers

(**) *** *** 336 Phone number

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

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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

About Mitchell Romeo's Current Company

Strata Financial Group, LLC

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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In a nutshell

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
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