Stephen Muir Email & Phone Number
Senior Vice President, Private Client Advisor @ U.S. Trust
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Stephen Muir Location
- Washington, DC, US
Stephen Muir Work
- 2014 -now Senior Vice President, Private Client Advisor @
- 2012 -2014 Vice President Senior Relationship Manager @ PNC Wealth Management
- 2008 -2012 Financial Advisor @ Morgan Stanley Smith Barney
Stephen Muir Education
- The University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) (Political Science and Government)
1989-1993 - Landon
- United States Naval Academy
Stephen Muir Skills
- Investments
- Wealth Management
- Asset Management
- Portfolio Management
- Retirement Planning
- Series 7
- Series 66
- Equities
- Investment Advisory
- Mutual Funds
- Financial Analysis
- Strategic Financial Planning
- Financial Modeling
- Alternative Investments
- Asset Allocation
- Securities
- Business Development
- Sales
- C++
- Strategic Planning
- Business Analysis
- Finance
- Credit
Stephen Muir Summary
- Stephen Muir, based in Washington, DC, US, is currently a Senior Vice President, Private Client Advisor at U.S. Trust. Stephen Muir brings experience from previous roles at PNC Wealth Management and Morgan Stanley Smith Barney. Stephen Muir holds a 1989 - 1993 Bachelor of Arts (B.A.) in Political Science and Government @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Investments, Wealth Management, Asset Management, Portfolio Management, Retirement Planning and more. Stephen Muir has 1 emails and 1 mobile phone numbers on RocketReach.
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