Justin Stevens Email & Phone Number
President @ O'Keefe Stevens Advisory, Inc.
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Justin Stevens Location
- Rochester, NY, US
Justin Stevens Work
- 2017 -now President @
- 2009 -2017 First Vice President, Financial Advisor @
Justin Stevens Education
- Nazareth University
BS (Business Administration, Finance)
2005-2008
Justin Stevens Skills
- Financial Planning
- Retirement Planning
- Succession Planning
- Portfolio Management
- Business Planning
- Estate Planning
- Strategic Financial Planning
- Investments
- Retirement
- Small Business
- Tax
- Mergers & Acquisitions
- Finance
- Private Equity
- Financial Advisory
- Mutual Funds
- Series 7
- 401k
- Leadership
- Public Speaking
- 401K Retirement Savings Plans
- Marketing
- Customer Service
- Sage
- Public Relations
- Mergers and Acquisitions
- 401 Retirement Savings Plans
Justin Stevens Summary
- Justin Stevens, based in Rochester, NY, US, is currently a President at O'Keefe Stevens Advisory, Inc.. Justin Stevens brings experience from previous roles at Sage Rutty & Co., Inc. Justin Stevens holds a 2005 - 2008 BS in Business Administration, Finance @ Nazareth University. With a robust skill set that includes Financial Planning, Retirement Planning, Succession Planning, Portfolio Management, Business Planning and more. Justin Stevens has 2 emails and 2 mobile phone numbers on RocketReach.
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