Rebecca Bar-Shain, MBA
Financial Planner
p: 440-683-9258
f: 440-683-9158
Ms. Bar-Shain possesses more than 20 years of experience in strategic planning, small business management, finance and operations. She has served in consulting and senior management positions at Ernst & Young, LLC, Kaiser Permanente and Dr. Senders & Associates.
Ms. Bar-Shain received a Bachelor of Science degree from Northwestern University in Evanston, Ill. and a Masters of Business Administration degree from the Wharton School of the University of Pennsylvania. She currently holds a Life, Health and Variable Annuities license in the state of Ohio. She is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors.
An active member of the Greater Cleveland community, Ms. Bar-Shain was a co-founder of the Daily Dose of Reading, a literacy organization. She remains a member of the organization’s Board of Trustees, as well as its Treasurer. Additionally, she serves on the Board of Trustees of the Wharton Club of Cleveland, and she is a member of the Jewish Community Federation of Cleveland’s Partnership 2000 Steering Committee. She also is a graduate and active alumna of Cleveland Bridge Builders, and she has served on the Board of Trustees and as Treasurer for Fuchs Mizrachi School.
Ms. Bar-Shain and her husband, David, have three sons and reside in University Heights, Ohio.
See Also:
Munday, Mark
Mannen, John
Slater, Howard