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Western Reserve Valuation Services Announces Promotion and Other News

COLUMBUS, OH (August 20, 2015) – Western Reserve Valuation Services is pleased to announce that Jeffrey A. Szczypinski has earned the designation of Accredited Member (“AM”) in business valuation by the American Society of Appraisers (“ASA”) and has been promoted to Associate. To achieve the AM designation, Mr. Szczypinski was required to:

  • Successfully complete four levels of ASA courses and testing,
  • Pass the two-day Uniform Standards of Professional Appraisal Practices (“USPAP”) exam,
  • Submit practical work product to the Board of Examiners, and
  • Complete the requisite 4,000 hours of business valuation work.

Mr. Szczypinski joined Western Reserve as an Analyst in 2012.

 

Derek L. Zweig, an Analyst with the firm, recently passed Level III of the prestigious Chartered Financial Analyst Program (“CFA”) bestowed by the CFA Institute. By successfully passing the third and final level of the CFA exams, Mr. Zweig has mastered the academic portion of the investment profession’s most rigorous and esteemed credential, the CFA charter. In order to become a CFA charterholder, candidates are required to pass three levels of exams and have four years of qualified work experience in investment decision making.

Mr. Zweig joined Western Reserve as an Analyst from PNC Capital Markets in 2014.

 

About Western Reserve Valuation Services LLC
Western Reserve Valuation Services LLC, based in Columbus, Ohio, is a leading provider of valuation services and financial opinions relating to corporate finance transactions, corporate tax planning and compliance, succession planning and wealth preservation, employee stock ownership plans (“ESOPs”), financial reporting and portfolio / fund valuations. For more information, visit www.wesresvaluation.com or call (614) 448-3700.

Western Reserve Valuation Services is an affiliate of Western Reserve Partners LLC, a FINRA-member investment banking firm offering financial advisory services relating to mergers and acquisitions, capital raising and financial restructuring. For more information on Western Reserve Partners, please www.wesrespartners.com or call (216) 589-0900.

Representative clients

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