Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Linda Olejko

Cleveland Private Trust Company

 

Member profile details

Membership level
Cleveland Sponsor
First name
Linda
Last name
Olejko
Title
President and CEO
Company
Cleveland Private Trust Company
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
Cleveland
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
In Business Since
1990
How to contact
Olejkol@cptoh.com
Website
www.cptoh.com
LinkedIn profile link
www.linkedin.com/in/lindaolejko
Twitter name
n/a
Business Focus
Business transition, Business Development, comprehensive wealth management
Advisor Resource Relationships
  • AM&AA
  • EPI
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy