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Joe Granzier

Investor

Chief Development Officer, River SaaS Capital at River SaaS Capital LLC · FP&A Manager at Calculus Capital Ltd.

Cleveland, Ohio, United States

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About

Chief Development Officer overseeing investor relations and fund growth strategy, with over 30 years in high-net-worth portfolio management, corporate retirement consulting, and education funding. Holds multiple industry licenses and is an Accredited Investment Fiduciary.

Experience

  1. River SaaS CapitalChief Development Officer (CDO)current2019 — presentWestlake, Ohio, United States
  2. AXA Advisors, LLCFinancial Consultant2016 — 2019Cleveland, Ohio
  3. Rehmann FinancialSenior Financial Advisor2013 — 2016
  4. McDonald PartnersSenior Financial Advisor / Director - Retirement Plan Department2006 — 2013Cleveland, Ohio

Skills & more

Retirement Planning Specialist – Qualified PlansWealth ManagementFinancial ServicesFinancial ConsultingRetirement PlanningInsurance PlanningLong-Term Care Planning StrategiesCollege Education Strategies
  • Long-Term Care Insurance — Ohio Department of Insurance
  • Ohio Life and Health — Ohio Department of Insurance
  • Series 66 — FINRA
  • Series 7 — FINRA
  • Series 6 — FINRA
  • AIF — Fiduciary Investment Advisors

From Joe's professional profile.

Colleagues at River SaaS Capital LLC

Matthew Kennedy
President, River Capital Finance; Co-Managing Member, TruWest Companies at River SaaS Capital LLC
Michael Kennedy
Chief Executive Officer, TruWest Companies at River SaaS Capital LLC
Sean Kennedy
Co-Managing Member, TruWest Companies at River SaaS Capital LLC
Wendy Jarchow
CIO at River SaaS Capital LLC

Frequently asked questions

Who is Joe Granzier?
Chief Development Officer overseeing investor relations and fund growth strategy, with over 30 years in high-net-worth portfolio management, corporate retirement consulting, and education funding. Holds multiple industry licenses and is an Accredited Investment Fiduciary.
Where does Joe Granzier work?
Joe Granzier is Chief Development Officer, River SaaS Capital at River SaaS Capital LLC.
Where did Joe Granzier go to school?
Joe Granzier studied at The Ohio State University (Bachelor's degree, Political Science and Government); St. Ignatius High School : Cleveland, Ohio.

Same school

Shared employers