David Stevens Email & Phone Number
President and Founder @ Stevens Capital Partners
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David Stevens Location
- Omaha, NE, US
David Stevens Work
- 2020 -now President and Founder @
- 1999 -2020 Senior Financial Consultant (Advisor), CFP® @
David Stevens Education
- University of Nebraska-Lincoln
Bachelor's degree
1997-2001 - College for Financial Planning
Certified Financial Planner
David Stevens Skills
- Hold Series 7
- Customer Service
- Leadership
- Sales
- Risk Management
- Financial Analysis
- Finance
- Strategic Planning
- Investments
- Portfolio Management
- Wealth Management
- Financial Planning
- Portfolio Performance Analysis
- Hold Series 66 (Investment Advisor)
David Stevens Summary
- David Stevens, based in Omaha, NE, US, is currently a President and Founder at Stevens Capital Partners. David Stevens brings experience from previous roles at TD Ameritrade. David Stevens holds a 1997 - 2001 Bachelor's degree @ University of Nebraska-Lincoln. With a robust skill set that includes Hold Series 7, Customer Service, Leadership, Sales, Risk Management and more. David Stevens has 1 mobile phone numbers on RocketReach.
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