Linda Olejko
Cleveland Private Trust Company
Cleveland,
Ohio
Contact
How to contact
Olejkol@cptoh.com
Professional Profile
Call Me When
I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"
Professions
Consultant
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Charitable giving
Estate planning
Family business
Investments
Philanthropy
Retirement
Trusts
Exit/Transition Planning
Business Focus
Business transition, Business Development, comprehensive wealth management
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Financial Services
Non-profit
Advisor Resource Relationships
AM&AA
EPI
Chapter information
Membership
Cleveland Sponsor
Member since
Member for 1 year
Chapter Leadership Role
President, Launch Committee, Founder
Sponsorship Type
Annual
Why I'm a Member of XPX
XPX is an "exchange" where the best advisors to private companies gather to learn from and about one another. XPX chapters host a rich calendar of programming to build their local private company ecosystems. The Advisor resource Center extends the
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