Steve Geis Email & Phone Number
Private Investment Consultant
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Steve Geis Location
- Saint Petersburg, FL, US
Steve Geis Work
- Private Investment Consultant @ Self-employed --- Seeking New Opportunity (December 2016 - Present)
- Chief Investment Officer and Senior Lead Advisor @ Northwestern Mutual Wealth Management (August 2016 - December 2016)
- Wealth Management Partner @ (December 2014 - July 2016)
- Vice President and Portfolio Manager @ (December 1999 - October 2014)
- Vice President and Portfolio Manager @ (January 1986 - January 1999)
- Treasurer @ County Savings Bank (January 1983 - January 1986)
Steve Geis Education
- Capital University Law School
Doctor of Law (J.D.)
1980-1984 - University of Dayton
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
1978-1980 - The College of Wooster
Bachelor of Arts (B.A.) (Psychology)
1972-1976
Steve Geis Skills
- Alternative Investments
- Financial Advisory
- Portfolio Performance Analysis
- Fixed Income
- Fixed Income Portfolio Management
- Defined Contribution
- Stock Market
- Financial Planning
- Wealth Management Services
- Stock Trading
- Interest Rate Risk Management
- Portfolio Management
- Model Portfolios
- 529 Plans
- Investments
- Bloomberg
- Advisory
- Investment Portfolio
- 401K Retirement Savings Plans
- Asset Allocation
- Investment Advisory
- Government Bonds
- Equities
- Wealth Management
- Mutual Funds
- High Net Worth Individuals
- Investment Strategies
- Securities And Exchange Commission
- Securities Market
- Bond Markets
- Asset Management
- Stocks
- Liability
- Thomson Reuters Eikon
- Interest Rates
- Investment Advisory Services
- Defined Benefit
- High Yield Bonds
- Private Equity
- 401k Rollovers
- Stock Market Analysis
- ETFs
- Municipal Bonds
- Investment Properties
- RIA
- Securities
- Hedge Funds
- Investment Management
- 401 Retirement Savings Plans
Steve Geis Summary
- Steve Geis, based in Saint Petersburg, FL, US, is currently a Private Investment Consultant at Self-employed --- Seeking New Opportunity. Steve Geis brings experience from previous roles at Northwestern Mutual Wealth Management, Platinum Wealth Partners, Northern Trust and Huntington National Bank. Steve Geis holds a 1980 - 1984 Doctor of Law (J.D.) @ Capital University Law School. With a robust skill set that includes Alternative Investments, Financial Advisory, Portfolio Performance Analysis, Fixed Income, Fixed Income Portfolio Management and more. Steve Geis has 1 emails and 1 mobile phone numbers on RocketReach.
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