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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