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Michael W. Perry

President

Mike joined Szarka in 2003 as the Director of Financial Education. He led the effort to develop a full curriculum of financial education programs designed for presentation to employees of northeast Ohio organizations and businesses. Recognized for the value delivered by these programs, Szarka became a member of the Employers Resource Council’s (ERC) Dream Team and was endorsed by them as their preferred provider of employee financial education. Mike became President of Szarka Financial Management (SFM) in 2005.

Before joining SFM, Mike was president of Leading Edge Solutions, Inc., a management consulting firm and a vice president in the Retail Banking Group of KeyCorp, where he served in various leadership roles for twenty-five years.

Mike’s leadership and teambuilding skills continue to produce teams that are recognized nationally for their best practices, innovation, high level of customer service, proficiency with complex technologies and ability to generate significant incremental revenues. During his banking career, Mike guided his teams through the changes associated with five mergers and three corporate-wide restructuring programs.

Using dynamic training presentations, Mike has helped hundreds of people improve their performance in the areas of leadership, sales, teambuilding, technology, career development, expense control, relationship management and communications.

Involvement in community organizations has been an important part of Mike’s career. He has developed an extensive network throughout northeast Ohio as a result of holding leadership positions in the United Way, Lake County Development Council and the Lake County Community Development Corporation. Mike is frequently requested to speak to job seekers groups regarding resume construction, networking and interviewing skills and has counseled hundreds of people in transition regarding their job search strategies.

A 1977 graduate of John Carroll University in University Heights, Ohio, Michael earned a B.S.B.A. degree majoring in Finance. Additional certifications and education include graduation from KeyCorp’s National Sales School in Park City, Utah and certification from the Financial Solutions for Life financial planning program.

Mike Perry is not affiliated with Cambridge Investment Research, Inc.

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