Cliff Cowles
Client Manager
"The future depends on what you do today."
About Cliff
I am a life-long Cleveland sports fan and native currently residing in Lakewood, Ohio.
I enjoy playing softball and trying different breweries and restaurants. I have a passion for the retirement industry and making an impact on clients’ financial well-being.
Experience
- Client Manager
- Oswald Financial, Inc. 2020 - Ongoing
- Senior Client Services Administrator
- Oswald Financial, Inc. March 2019-February 2020
- Participant Services Representative
- at Charles Schwab, 2017-2019
- Recent College Grad Program
- PNC Bank, 2016-2017
Education
- Bachelor's Degree in Finance and Business Management
- Kent State University, 2011-2015
How I Spend My Week
