Cliff Cowles

Due Diligence Coordinator

"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.

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Experience

Due Diligence Coordinator
Oswald Financial, Inc., 2022 - Present
Client Manager
Oswald Financial, Inc., 2020 - 2022
Senior Client Services Administrator
Oswald Financial, Inc., 2019 - 2020
Participant Services Representative
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

Strengths

Ambitious Humble Open Minded Positive Quick Learner Respectful Responsible Team Player

How I Spend My Week