Steve Coker Email & Phone Number
Certified Financial Planner and Wealth Counselor @ Cedarstone Advisors
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Steve Coker Location
- Thousand Oaks, CA, US
Steve Coker Work
- 2014 -now Certified Financial Planner and Wealth Counselor @
- 2007 -2014 Certified Financial Planner and Chief Financial Officer @
- 2005 -2006 Senior Trust Officer and Adjunct Professor @
- 2004 -2005 Business Unit Manager @
- 2000 -2004 Business Unit Director @
- 1998 -2000 Product Manager @
- 1994 -1998 Manager Strategic Planning @
- 1990 -1994 Certified Public Accountant @
Steve Coker Education
- University of California, Los Angeles - The Anderson School of Management
MBA (Finance, General)
1995-1998 - Pepperdine University
BS (Accounting)
1983-1990
Steve Coker Skills
- Leadership
- Team Building
- Social Media
- Strategic Partnerships
- Accounting
- Mergers
- Executive Management
- Corporate Finance
- Valuation
- Financial Planning
- Start Ups
- Portfolio Management
- Financial Modeling
- Forecasting
- Managerial Finance
- Business Development
- Investments
- Telecommunications
- Market Research
- Competitive Analysis
- Finance
- Team Leadership
- Strategic Planning
- Strategy
- Business Planning
- Strategic Financial Planning
- Microsoft Office
- Program Management
- Microsoft Excel
- Marketing
- New Business Development
- Risk Management
- Cross Functional Team Leadership
- Asset Management
- Product Management
- Financial Analysis
- Budgets
- Business Strategy
- Management
- Financial Reporting
- Product Development
- Due Diligence
- Corporate Development
- Venture Capital
- Mergers and Acquisitions
- Analysis
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 @ University of California, Los Angeles - The Anderson School of Management. With a robust skill set that includes Leadership, Team Building, Social Media, Strategic Partnerships, Accounting and more. Steve Coker has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Cedarstone Advisors Employees
Steve Coker
Certified Financial Planner and Wealth Counselor
Thousand Oaks, CA, US
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