| 词条 | Draft:Cliff Oberlin |
| 释义 |
Earl Clifford Oberlin III (born December 10, 1956) is an American business executive, philanthropist, and founder, chairman and CEO of Oberlin Wealth Partners, a Registered Investment Advisor serving the ultra-affluent.[1][2] Oberlin is a published author. His first book, Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers,[3] was published by Bloomberg in 2004.[4] CareerOberlin founded National Retirement Partners (NRP Financial), an Ohio broker/dealer and registered investment adviser, in 2000 and was named President and CEO.[5] NRP Financial was twice ranked in INC 500, and ranked #2 on the list in 2009.[6] NRP was acquired by LPL Financial in December 2010.[7] References1. ^{{Cite web|url=https://www.forbes.com/sites/russalanprince/2018/01/02/wealth-management-for-the-global-super-rich/#269825d87991|title=Wealth Management for Super Rich|last=|first=|date=|website=Forbes|archive-url=|archive-date=|dead-url=|access-date=}} {{DEFAULTSORT:Oberlin, Cliff}}Category:Living peopleCategory:1956 birthsCategory:American chief operating officersCategory:American chief executivesCategory:Miami University alumniCategory:Harvard Business School alumni2. ^{{Cite web|url=https://familyoffices.com/cliff-oberlin/|title=Biography|last=|first=|date=|website=Family Offices|archive-url=|archive-date=|dead-url=|access-date=}} 3. ^{{Cite book|title=Building a high-end financial services practice : proven techniques for planners, wealth managers, and other advisers|last=1956-|first=Oberlin, Cliff,|date=2004|publisher=Bloomberg Press|others=Powers, Jill, 1968-|isbn=978-1576601587|edition=1st|location=Princeton|oclc=53485244}} 4. ^{{Cite web|url=https://www.goodreads.com/author/show/908100.Cliff_Oberlin|title=Cliff Oberlin|website=www.goodreads.com|access-date=2018-06-27}} 5. ^{{Cite web|url=http://www.ifgwealthmanagement.com/mobile/mobile-speakerdetails.asp?EventID=21306&SpeakerID=172619|title=International Wealth Management Forum|website=www.ifgwealthmanagement.com|access-date=2018-08-09}} 6. ^{{Cite web|url=https://www.inc.com/inc5000/list/2009|title=The Inc. 5000 2009, America's fastest-growing companies|website=Inc.com|language=en|access-date=2018-08-09}} 7. ^{{Cite web|url=http://www.investmentnews.com/article/20100718/REG/307189982/lpls-purchase-of-nrp-a-closer-look|title=LPL's purchase of NRP: A closer look|last=Kelly|first=Jessica Toonkel and Bruce|website=www.investmentnews.com|access-date=2018-08-09}} |
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