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Stephen Engel Location
New York, NY, US
Stephen Engel Work
2020 -now Senior Private Wealth Advisor @
2021 -now Board Member @
2021 -now Limited Partner @
2017 -2020 Wealth Management Advisor @
2015 -2016 Financial Associate @
2011 -2015 Financial Advisor @
Stephen Engel Education
Hofstra University - Frank G. Zarb School of Business
Bachelor (Finance; Business Administration)
2007-2009
Stephen Engel Skills
Microsoft Word
Portfolio Management
Leadership
Public Speaking
PowerPoint
Retirement Strategies
Wealth Management
Sales
Finance
Stephen Engel Summary
Stephen Engel, based in New York, NY, US, is currently a Limited Partner at Visible Hands. Stephen Engel brings experience from previous roles at Palumbo Wealth Management, Mid-Island Y JCC, TIAA and Gaber Group. Stephen Engel holds a 2007 - 2009 Bachelor in Finance; Business Administration @ Hofstra University - Frank G. Zarb School of Business. With a robust skill set that includes Microsoft Word, Portfolio Management, Leadership, Public Speaking, PowerPoint and more. Stephen Engel has 1 emails and 2 mobile phone numbers on RocketReach.
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