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Ashley Arsena, CFP®

 

Member profile details

First name
Ashley
Last name
Arsena, CFP®
Primary Email
Company or Business
Shaker Investments
Title/Position
Advisor, Business Development Specialist
Photo
Business Bio
I am a CERTIFIED FINANCIAL PLANNERâ„¢ professional. As an Advisor and Business Development Specialist, my primary focus is with the Sales and Marketing team building and maintaining relationships with current and future clients. Shaker Investments is an employee owned, boutique investment management firm that focuses on research of individual stocks to build concentrated portfolios with the intent to outperform the benchmarks.
Product/Service Description
Investment Management & Financial Planning
Main Phone
216-855-1289
Business Address 1
3201 Enterprise Parkway, Suite 310
Business City
Beachwood
Business State
OH
Business Zip
44122
Web Address

PO Box 27

Chardon, Ohio 44024

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