Steve Harrell Email & Phone Number
Vice President of Retirement Solutions with LPL Financial at Wright-Patt Credit Union @ LPL Financial
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Steve Harrell Location
- Cincinnati, OH, US
Steve Harrell Work
- 2025 - now Vice President of Retirement Solutions with LPL Financial at Wright-Patt Credit Union @
- 2006 - 2025 Director Investment and Insurance Services Program @
- 1995 - 2004 Regional Manager @
- 1989 - 1995 Regional Manager-Investment Services @
Steve Harrell Education
- Ball State University
B.S. (Phsychology)
1983 - 1987
Steve Harrell Skills
- Financial Services
- Banking
- Credit Unions
- Investments
- Portfolio Management
- Management
- Customer Service
- Loan Origination
- Risk Management
- Financial Analysis
- Loans
- Finance
- Retirement Planning
- Underwriting
- Leadership
- New Business Development
- Insurance
Steve Harrell Summary
- Steve Harrell, based in Cincinnati, OH, US, is currently a Vice President of Retirement Solutions with LPL Financial at Wright-Patt Credit Union at LPL Financial. Steve Harrell brings experience from previous roles at CUSO Financial Services, L.P. at Wright-Patt Credit Union, PNC Investments and US Bank. Steve Harrell holds a 1983 - 1987 B.S. in Phsychology @ Ball State University. With a robust skill set that includes Financial Services, Banking, Credit Unions, Investments, Portfolio Management and more. Steve Harrell has 2 emails on RocketReach.
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