Lucy Steitz Email & Phone Number
Executive Wealth Manager @ Sage Financial Group
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Lucy Steitz Location
- Conshohocken, PA, US
Lucy Steitz Work
- 2017 -now Executive Wealth Manager @
- 2013 -now Senior Wealth Manager @
- 2010 -2013 Vice President, Financial Advisor, CFP® @
- 1994 -2009 Relationship Manager, VP, CFP (R) @
Lucy Steitz Education
- Lehigh University
BA and MPA
1988-1994 - The London School of Economics and Political Science (LSE)
Junior Year abroad
1990-1991
Lucy Steitz Skills
- Investment Advisory Services
- Holistic Financial Planning
- Insurance
- Wealth Management
- Retirement Planning
- Public Speaking
- Investment Management
- Financial Planning
- Wealth Management Services
- Microsoft Excel
- Microsoft Office
- Leadership
Lucy Steitz Summary
- Lucy Steitz, based in Conshohocken, PA, US, is currently a Executive Wealth Manager at Sage Financial Group. Lucy Steitz brings experience from previous roles at Sage Financial Group, Corestates Capital Advisors and Wachovia, A Wells Fargo Company. Lucy Steitz holds a 1988 - 1994 BA and MPA @ Lehigh University. With a robust skill set that includes Investment Advisory Services, Holistic Financial Planning, Insurance, Wealth Management, Retirement Planning and more. Lucy Steitz has 1 emails and 1 mobile phone numbers on RocketReach.
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