Sandra Wheeler Email & Phone Number
First Vice President and Investments @ Stifel Financial Corp.
5 free lookup(s).
Sandra Wheeler Location
- San Luis Obispo, CA, US
Sandra Wheeler Work
- 2026 -now First Vice President and Investments @
- 2019 -2026 Vice President and Investments - Stifel @
- 2008 -2019 Vice President and Investments @
- 1995 -2008 Vice President and Investments @
- 1995 -2008 Vice President and Investments @
Sandra Wheeler Education
- California Polytechnic State University-San Luis Obispo
Attended classes.
Sandra Wheeler Skills
- Insurance
- Investment Strategies
- Finance
- Customer Service
- 401k Rollovers
- Asset Allocation
- Retirement Planning
- Financial Advisory
- Strategic Planning
- Mutual Funds
- Marketing
- Fixed Income Strategies
- Business Owner Planning
- Wealth Preservation Planning
- Strategy
- Microsoft Excel
- Sales
- Portfolio Management
- Leadership
- Credit
- Credit Analysis
- Banking
- Loans
- Asset Management
- Commercial Lending
- Commercial Banking
Sandra Wheeler Summary
- Sandra Wheeler, based in San Luis Obispo, CA, US, is currently a First Vice President and Investments at Stifel Financial Corp.. Sandra Wheeler brings experience from previous roles at Stifel Financial Corp., Wells Fargo Advisors and A.G. Edwards. Sandra Wheeler holds a Attended classes. @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Insurance, Investment Strategies, Finance, Customer Service, 401k Rollovers and more. Sandra Wheeler has 1 emails and 1 mobile phone numbers on RocketReach.
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