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.

Download Cliff's Full Bio

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