Stephen Wheeler Email & Phone Number
Managing Director-Investments, Senior Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
5 free lookup(s).
Stephen Wheeler Location
- Texas, United States
Stephen Wheeler Work
- 2010 -now Managing Director-Investments, Senior Financial Advisor at Wells Fargo Advisors @
- 2017 -2026 Senior Vice President-Investment Officer, Senior Institutional Consultant at Wells Fargo Advisors @
- 2014 -2017 First Vice President-Investment Officer, Senior Institutional Consultant @
- 2013 -2014 Vice President-Investment Officer -Senior Institutional Consultant @
- 2010 -2013 Associate Vice President-Investment Officer @
- 2001 -2010 Financial Advisor @
- 1996 -2001 Financial Consultant @
- 1993 -1996 Investment Associate @ NationsSecurites
Stephen Wheeler Education
- University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor® Certification Program
2018-2018 - Wharton School of Business
Certified Investment Management Analyst® Certification Program
2012-2012 - Southern Methodist University - Cox School of Business
MBA
2002-2004 - The University of Texas at Arlington - College of Business
Bachelor's Degree
1988-1993
Stephen Wheeler Skills
- Investments
- Finance
- Financial Advisory
- Retirement Planning
- Mutual Funds
- 401k
- Risk Management
- Insurance
- Coaching
- Wealth Planning
- Wealth Strategies
- Financial Analysis
- Financial Services
- Estate Planning Strategies
- Asset Allocation
- Strategic Planning
- Management
- Team Building
- Leadership
- Portfolio Management
- Financial Planning
- Asset Management
- Securities
- Banking
- Estate Planning
- Wealth Management
- Investment Planning
- Business Strategy
Stephen Wheeler Summary
- Stephen Wheeler, based in Texas, United States, is currently a Managing Director-Investments, Senior Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors. Stephen Wheeler brings experience from previous roles at Wells Fargo Advisors. Stephen Wheeler holds a 2018 - 2018 Certified Private Wealth Advisor® Certification Program @ University of Chicago Booth School of Business Executive Education. With a robust skill set that includes Investments, Finance, Financial Advisory, Retirement Planning, Mutual Funds and more. Stephen Wheeler has 1 emails and 2 mobile phone numbers on RocketReach.
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