Jeff Steele Location
- Burlington, VT, US
Jeff Steele Work
- 2002 - now Managing Partner @ Silverlake Wealth Management LLC
- 2002 - now Managing Partner @ Silverlake Wealth Management LLC
- 1990 - 2002 Fianancial Advisor @
Jeff Steele Education
- State University of New York Cortland
BA (Economics)
1985 - 1989 - Trinity-Pawling 1981 - 1985
Jeff Steele Skills
- Investments
- Alternative Investments
- Wealth Management
- Financial Advisory
- LLC
- Securities
- Asset Allocation
- Management
- Marketing
- Series 7
- Estate Planning
- Asset Management
- Retirement Planning
- Investment Strategies
- Series 63
- Investment Management
- Leadership
Jeff Steele Summary
- Jeff Steele, based in Burlington, VT, US, is currently a Managing Partner at Silverlake Wealth Management LLC. Jeff Steele brings experience from previous roles at Silverlake Wealth Management LLC and Morgan Stanley Dean Witter. Jeff Steele holds a 1985 - 1989 BA in Economics @ State University of New York Cortland. With a robust skill set that includes Investments, Alternative Investments, Wealth Management, Financial Advisory, LLC and more. Jeff Steele has 2 emails and 1 mobile phone numbers on RocketReach.
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