Stephan Walters Email & Phone Number
Portfolio Manager @ Sanlam Private Wealth
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Stephan Walters Location
- Pretoria, GP, ZA
Stephan Walters Work
- 2025 -now Portfolio Manager @
- 2020 -2025 Wealth Manager @
- 2015 -2020 Financial Planner @
- 2013 -2015 Financial Planner @
Stephan Walters Education
- Milpark Education - School of Financial Planning and Insurance
Postgraduate Diploma in Financial Planning, Financial Planning and Services (Financial Planning and Services)
2017-2018 - University of Pretoria/Universiteit van Pretoria
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services (Business, Management, Marketing, and Related Support Services)
2010-2012
Stephan Walters Skills
- Retirement Planning
- Investments
- Finance
- Wealth Management
- Financial Planning
- Process Improvement
- Retirement
- Microsoft Excel
- Microsoft Office
- Customer Service
- Negotiation
- Life Insurance
- Estate Planning
- Insurance
- Employee Benefits
- Tax
- Financial Advisory
- Investment Advisory
- Strategic Planning
- Wealth
- Supply Chain Management
- Financial Reporting
- Project Management
- Project Planning
Stephan Walters Summary
- Stephan Walters, based in Pretoria, GP, ZA, is currently a Portfolio Manager at Sanlam Private Wealth. Stephan Walters brings experience from previous roles at Sasfin, FNB South Africa and Liberty Group South Africa. Stephan Walters holds a 2017 - 2018 Postgraduate Diploma in Financial Planning, Financial Planning and Services in Financial Planning and Services @ Milpark Education - School of Financial Planning and Insurance. With a robust skill set that includes Retirement Planning, Investments, Finance, Wealth Management, Financial Planning and more. Stephan Walters has 4 emails and 1 mobile phone numbers on RocketReach.
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