Eric Steele Email & Phone Number
President @ Upstate Wealth Management
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Eric Steele Location
- South Carolina, United States
Eric Steele Work
- 2015 -now President @
- 2008 -2015 Financial Advisor @ Greer State Bank
- 2006 -2008 Investment Consultant @
- 2000 -2006 Financial Advisor @ Rosenfeld Einstein
Eric Steele Education
- Indiana University Bloomington
BS (Accounting)
1987-1991
Eric Steele Skills
- Investments
- Finance
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Retirement
- Financial Advisory
- Series 7
- Investment Advisory
- Estate Planning
- Portfolio Management
- Trading
- Customer Service
- Insurance
- Financial Services
- Securities
Eric Steele Summary
- Eric Steele, based in South Carolina, United States, is currently a President at Upstate Wealth Management. Eric Steele brings experience from previous roles at Greer State Bank, SunTrust Investment Services and Rosenfeld Einstein. Eric Steele holds a 1987 - 1991 BS in Accounting @ Indiana University Bloomington. With a robust skill set that includes Investments, Finance, Retirement Planning, Wealth Management, Financial Planning and more. Eric Steele has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Upstate Wealth Management Employees
Eric Steele
President
South Carolina, United States
Thomas Plemmons
Client Recruitment Manager
Inman, SC, US
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