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.
Experience
- Senior Client Manager
- Oswald Financial, Inc., 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