Jodi Stevens Email & Phone Number
Wealth Planner @ Stevens Investment Group Inc
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Jodi Stevens Location
- Olde West Chester, OH, US
Jodi Stevens Work
- Wealth Planner @ (August 2009 - Present)
- Owner @ (January 2009 - Present)
- Owner @ Stevens & Associates, LLC. (August 2006 - August 2024)
- National Account Manager @ Senco Products, Inc. (January 1997 - January 2007)
Jodi Stevens Education
- Xavier University - Williams College of Business 1992-1994
- Morehead State University
Accounting
1990-1992 - Williamsburg High School 1986-1990
Jodi Stevens Skills
- Account Management
- Accountants
- Accounting
- Bookkeeping
- Budgeting
- Budgets
- Business Valuation
- CPA
- Certified Public Accountant
- Estate Planning
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Forecasting
- Insurance
- Licensed Life & Health Insurance Agent
- Licensed Property & Casualty Insurance Agent
- Management
- P&L Management
- Property & Casualty Insurance
- Retirement Planning
- Sales
- Sales Management
- Small Business
- Start-ups
- Strategic Financial Planning
- Strategic Planning
- Tax
- Tax Preparation
- Team Building
- Licensed Property
- Training
- Property and Casualty Insurance
- Project Management
- Licensed Life and Health
- Marketing Strategy
- Certified Public
- Marketing
- Licensed Property and Casualty Insurance Agent
- Strategic Financial
- Start Ups
- Licensed Life and Health Insurance Agent
- Property and Casualty
Jodi Stevens Summary
- Jodi Stevens, based in Olde West Chester, OH, US, is currently a Wealth Planner at Stevens Investment Group, Inc.. Jodi Stevens brings experience from previous roles at Stevens Insurance Agency, LLC., Stevens & Associates, LLC. and Senco Products, Inc.. Jodi Stevens holds a 1992 - 1994 Xavier University - Williams College of Business. With a robust skill set that includes Account Management, Accountants, Accounting, Bookkeeping, Budgeting and more. Jodi Stevens has 2 emails and 3 mobile phone numbers on RocketReach.
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