Steve Levitt Email & Phone Number
Instructor @ Kansas State University
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Steve Levitt Location
- Manhattan, KS, US
Steve Levitt Work
- 2023 -now Instructor @
- 2022 -2023 Certified Personal Financial Counselor @
- 2012 -2022 Senior Relationship Manager @
- 2008 -2012 Vice President, Client Advisor @
- 2004 -2007 Vice President, Institutional Sales and Relationship Management @
- 2001 -2004 Vice President, Relationship Management and Client Services @
- 1999 -2001 Vice President, Portfolio Content and Analysis @
- 1996 -1999 Vice President and Director, Finance and Controls @
- 1994 -1996 Assistant Director, Financial Operations, Defined Contribution Services @
- 1992 -1994 Manager, Defined Contribution Services @
Steve Levitt Education
- The University of Akron
Masters (Taxation)
1985-1989 - Bowling Green State University
B.S.B.A. (Accounting)
1980-1984
Steve Levitt Skills
- Series 7
- Series 63
- Investments
- Asset Allocation
- Asset Managment
- Equities
- 401k
- Investment Management
- Investment Strategies
- Mutual Funds
- New Business Development
- Relationship Management
- Retirement Planning
- Defined Contribution
- Qualified Retirement Plans
- Retirement Plan Consulting
- Chartered Financial Analyst
- Retirement
- Pensions
- Financial Analysis
- Portfolio Management
- Financial Services
- Asset Management
- Securities
Steve Levitt Summary
- Steve Levitt, based in Manhattan, KS, US, is currently a Instructor at Kansas State University. Steve Levitt brings experience from previous roles at Zeiders Enterprises, Inc., Vanguard, J.P. Morgan and American Century Investments. Steve Levitt holds a 1985 - 1989 Masters in Taxation @ The University of Akron. With a robust skill set that includes Series 7, Series 63, Investments, Asset Allocation, Asset Managment and more. Steve Levitt has 1 emails and 1 mobile phone numbers on RocketReach.
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