Steve Lockshin Email & Phone Number
Founder @ Vanilla
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Steve Lockshin Location
- Cabo San Lucas, B.C.S., MX
Steve Lockshin Work
- Founder @ (April 2019 - Present)
- Founder @ (February 2014 - Present)
- Board Member @ (January 2020 - Present)
- Member @ (July 2017 - Present)
- Member @ (January 1995 - Present)
- Board Member @ Just Invest, LLC (January 2019 - January 2022)
- Board Member and Investor @ (January 2014 - July 2021)
- Advisor @ MasonPay (October 2017 - December 2019)
- Advisor and Investor @ (January 2015 - August 2019)
- Advisor and Investor @ (September 2015 - January 2019)
- Council Member @ (October 2016 - May 2018)
- Partner @ (February 2014 - November 2015)
- Chairman and Founder @ Convergent Wealth Advisors (January 2012 - November 2014)
- CEO and Founder @ Convergent Wealth Advisors (March 1994 - January 2012)
- Chairman @ Independence.com
- Chairman @ Independence.com (January 2011 - January 2014)
- Co-Founder @ (March 2012 - March 2013)
- Founder @ Fortigent, LLC (January 1996 - January 2007)
- Founder @ Fortigent, LLC
- Partner @
- Partner @ (January 1998 - January 2004)
Steve Lockshin Education
- University of Maryland
Bachelor of Science (BS) (Technology & Management)
1985-1988
Steve Lockshin Skills
- Entrepreneurship
- Wealth
- Investment Advisory
- Wealth Management Services
- Estate Tax Planning
- Financial Planning
- Performance Reporting
- Estate Planning
- Wealth Management
- Portfolio Management
- Investments
- Financial Services
- Asset Allocation
- Financial Advisory
- Hedge Funds
- Alternative Investments
- Investment Management
- Strategic Financial Planning
- Asset Management
- Asset Managment
- Customer Service
- Public Speaking
- Marketing
- Financial Analysis
- Research
- Angel Investing
- Strategy
- Business Development
- Private Equity
- Management Consulting
- Commercial Litigation
- Leadership
- Mergers and Acquisitions
- Grants
- Community Outreach
Steve Lockshin Summary
- Steve Lockshin, based in Cabo San Lucas, B.C.S., MX, is currently a Founder at Vanilla. Steve Lockshin brings experience from previous roles at AdvicePeriod, PATHWATER, Chief Executives Organization and Young Presidents' Organization. Steve Lockshin holds a 1985 - 1988 Bachelor of Science (BS) in Technology & Management @ University of Maryland. With a robust skill set that includes Entrepreneurship, Wealth, Investment Advisory, Wealth Management Services, Estate Tax Planning and more. Steve Lockshin has 3 emails and 2 mobile phone numbers on RocketReach.
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