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MEMBER PROFILE

 

Linda Olejko

LMO Consulting

 

Member profile details

Membership level
Cleveland Sponsor
First name
Linda
Last name
Olejko
Title
Business Development Strategist
Company
LMO Consulting
XPX Chapter Email Lists
  • Charlotte News & Events
  • Cleveland News & Events
 

XPX ROLE

Chapter Sponsorship Type
Annual
Leadership Role
President, Launch Committee, Founder
 

CONTACT INFORMATION

City
Gates Mills
State
Ohio
 

PROFILE INFORMATION

Call me when
I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"
Why I/we support 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
Profession
  • Consultant
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Philanthropy
  • Retirement
  • Trusts
Client Industry(ies)
  • Business Services
  • Financial Services
  • Non-profit
Professional Certification(s)
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
Advisor Resource Relationships
  • EPI
In Business Since
1990
How to contact
lmolejko@gmail.com
LinkedIn profile link
www.linkedin.com/in/lindaolejko
Twitter name
n/a
Business Focus
Business transition, Business Development, comprehensive wealth management
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