How I can help you

I have been in business over 40 years. I have held the designations of CPA (practiced for 7 years), CFP, Securities Series 7 Licensed, Ohio Realtor License but I have been primarily for the last 32 years an entrepreneur and business owner. I have owned an Investment Advisor to a family of No Load Mutual Funds (Sold to Provident Bank). Owned a Canadian manufacturer of alcohol , iodine and glass cleaning swabs which was subsequently sold. Started an Ohio Real Estate, Mortgage and Title company which assisted home owners in selling their homes for $995. I have recently worked as a marketing consultant to a National provider of BPM (Business Process Management) systems being sold to provide compliant data storage to Broker Dealers ad Banks.

Areas of Expertise

  • Accounting & Cash Flow
  • Marketing, Public Relations & Sales
  • Operations
  • Product Development & Manufacturing
  • Strategy & Planning

Industry Experience

  • Finance & Insurance
  • Manufacturing
  • Professional, Scientific, & Technical Services
  • Real Estate & Rental & Leasing

Robert Levitt

Communication Methods

  • Email