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Steve Estes Location
Atlanta, GA, US
Steve Estes Work
Institutional Sales and Relationship Manager @ (August 2021 - Present)
National Sales Director and Wells Fargo Institutional Retirement and Trust @ (January 2015 - January 2021)
Director Business Development @ (January 2000 - January 2014)
Steve Estes Education
University of Utah - David Eccles School of Business
MBA (Finance/Marketing)
1999-2001
Steve Estes Skills
Investments
Wealth Management
Mutual Funds
Investment Strategies
Portfolio Management
Financial Modeling
Asset Management
Finance
Steve Estes Summary
Steve Estes, based in Atlanta, GA, US, is currently a Institutional Sales and Relationship Manager at U.S. Bancorp Asset Management. Steve Estes brings experience from previous roles at Wells Fargo and Wells Capital Management. Steve Estes holds a 1999 - 2001 MBA in Finance/Marketing @ University of Utah - David Eccles School of Business. With a robust skill set that includes Investments, Wealth Management, Mutual Funds, Investment Strategies, Portfolio Management and more. Steve Estes has 1 emails and 4 mobile phone numbers on RocketReach.
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