David Stepanek Location
Saint Petersburg, FL, US
David Stepanek Work
- 2018 - now Wealth Advisor @ Green Wealth Management Group
- 2014 - 2018 Financial Advisor | Portfolio Advisor @ Merrill Lynch
- 2009 - 2014 CEO @ Blue Ocean Advisors, LLC
- 2008 - 2012 Director of Business Development @ Cross Keys Capital, LLC
- 2006 - 2008 Director @ Athena Capital Partners
- 2004 - 2006 General Partner @ InterCoastal Ventures
- 2000 - 2004 AVP @ Advantage Capital
- 1998 - 2000 Investment Associate @ Northern Trust Corporation
- 1997 - 1997 Dealer Services @ Franklin Templeton
- 1996 - 1996 Intern @ Raymond James
David Stepanek Education
- Eckerd College
David Stepanek Summary
David Stepanek, based in Saint Petersburg, FL, US, is currently a Wealth Advisor at Green Wealth Management Group. David Stepanek brings experience from previous roles at Merrill Lynch, Blue Ocean Advisors, LLC, Cross Keys Capital, LLC and Athena Capital Partners. David Stepanek holds a Eckerd College. David Stepanek has 1 emails and 1 mobile phone numbers on RocketReach.
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