Steve Coker Email & Phone Number
Certified Financial Planner and Wealth Counselor @ Cedarstone Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Coker Location
- Thousand Oaks, CA, US
Steve Coker Work
- Certified Financial Planner and Wealth Counselor @ (October 2014 - Present)
- Certified Financial Planner and Chief Financial Officer @ (January 2007 - October 2014)
- Senior Trust Officer and Adjunct Professor @ (January 2005 - December 2006)
- Business Unit Manager @ (June 2004 - January 2005)
- Business Unit Director @ (January 2000 - June 2004)
- Product Manager @ (June 1998 - January 2000)
- Manager Strategic Planning @ (June 1994 - June 1998)
- Certified Public Accountant @ (September 1990 - June 1994)
Steve Coker Education
- UCLA Anderson School of Management
MBA (Finance, General)
1995-1998 - Pepperdine University
BS (Accounting)
1983-1990
Steve Coker Skills
- Accounting
- Analysis
- Asset Management
- Budgets
- Business Development
- Business Planning
- Business Strategy
- Competitive Analysis
- Corporate Development
- Corporate Finance
- Cross-functional Team Leadership
- Due Diligence
- Executive Management
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Forecasting
- Investments
- Leadership
- Management
- Managerial Finance
- Market Research
- Marketing
- Mergers
- Mergers & Acquisitions
- Microsoft Excel
- Microsoft Office
- New Business Development
- Portfolio Management
- Product Development
- Product Management
- Program Management
- Risk Management
- Social Media
- Start-ups
- Strategic Financial Planning
- Strategic Partnerships
- Strategic Planning
- Strategy
- Team Building
- Team Leadership
- Telecommunications
- Valuation
- Venture Capital
- Start Ups
- Cross Functional Team Leadership
- Mergers and Acquisitions
Steve Coker Summary
- Steve Coker, based in Thousand Oaks, CA, US, is currently a Certified Financial Planner and Wealth Counselor at Cedarstone Advisors. Steve Coker brings experience from previous roles at Manchester Financial, Pepperdine University, Fluke Networks and Harris Corporation. Steve Coker holds a 1995 - 1998 MBA in Finance, General @ UCLA Anderson School of Management. With a robust skill set that includes Accounting, Analysis, Asset Management, Budgets, Business Development and more. Steve Coker has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Steve Coker?
Find contact details for 700 million professionals.
Others Named Steve Coker
Steve Coker
Business Development Manager
Tulsa, OK, US
Steve Coker
Owner
Markham, ON, CA
Top Cedarstone Advisors Employees
Walter Cifuentes
Operations Manager
Los Angeles, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co