Brad Marzano

Senior Client Manager

Do what is right and you can’t go wrong.

About Brad

I am a rare lifer in the industry, having spent over 20 years in Retirement Plan Services. What I enjoy the most is connecting with clients, learning about their business, and helping their employees understand the importance of saving for retirement. I want Plan Sponsors to know that I will focus on their Plan, so they can focus on running their business.

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Experience

Senior Client Manager
Oswald Financial, Inc., January 2021 - Present
Vice President, Relationship Manager
Huntington National Bank, February 2017 - September 2019
Client Service Manager
Charles Schwab, July 2001 - February 2017

Education

Bachelor of the Arts, Marketing Management
Youngstown State University