Eric Steele Email & Phone Number
President @ Upstate Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Eric Steele Location
- South Carolina, United States
Eric Steele Work
- President @ (June 2015 - Present)
- Financial Advisor @ Greer State Bank (April 2008 - June 2015)
- Investment Consultant @ (March 2006 - April 2008)
- Financial Advisor @ Rosenfeld Einstein (August 2000 - March 2006)
Eric Steele Education
- Indiana University Bloomington
BS (Accounting)
1987-1991
Eric Steele Skills
- Customer Service
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Insurance
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 7
- Trading
- Wealth Management
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 Customer Service, Estate Planning, Finance, Financial Advisory, Financial Planning and more. Eric Steele has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Eric Steele?
Find contact details for 700 million professionals.
Others Named Eric Steele
Eric Steele
Chief Financial Officer
Charlotte, NC, US
Eric Steele
Managing Partner
Bloomington, IN, US
Eric Steele
Co-Founder and Partner
East Bridgewater, MA, US
Eric Steele
Chief Revenue Officer
Charleston, SC, US
Eric Steele
Director of Sales at Zahner
Kansas City, MO, US
Eric Steele
President
Charleston, SC, US
Eric Steele
Senior Engineering Manager
Salt Lake City, UT, US
Top Upstate Wealth Management Employees
Eric Steele
President
South Carolina, United States
Thomas Plemmons
Client Recruitment Manager
Inman, SC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co