Registered Representative @ (September 2011 - August 2012)
Personal Banker @ (October 2010 - September 2011)
Retail Management Associate @ (June 2009 - November 2010)
Marketing Intern @ (June 2008 - August 2008)
Finance Intern @ (November 2007 - January 2008)
Megan Steele Education
Columbia University
CFO Program
2023-2024
Ohio University
Bachelors (Finance and Marketing)
2005-2009
Megan Steele Skills
Strategic Financial Planning
Series 7
Portfolio Management
Microsoft Excel
Marketing
Loans
Leadership
Investments
Account Management
Analysis
Banking
Credit
Financial Analysis
Risk Management
Sales
Management
Relationship Management
Public Speaking
Strategic Planning
Microsoft Word
Customer Service
Megan Steele Summary
Megan Steele, based in Columbus, OH, US, is currently a Senior Director, Strategic Finance at Kimball Midwest. Megan Steele brings experience from previous roles at Kimball Midwest and Cardinal Health. Megan Steele holds a 2023 - 2024 CFO Program @ Columbia University. With a robust skill set that includes Strategic Financial Planning, Series 7, Portfolio Management, Microsoft Excel, Marketing and more. Megan Steele has 3 emails and 1 mobile phone numbers on RocketReach.
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