Cliff Cowles
Investment Specialist
"The future depends on what you do today."
About Cliff
I am a life-long Cleveland sports fan and native currently residing in Bay Village, 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
- Investment Specialist
- Oswald Financial, Inc., 2022 - Ongoing
- 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