Steve Lockshin Email & Phone Number
Founder @ Vanilla
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Lockshin Location
- Rockville, MD
Steve Lockshin Work
- 2019 -now Founder @
- 2014 -now Founder @
- 2020 -now Board Member @
- 2017 -now Member @
- 1995 -now Member @
- 2019 -2022 Board Member @ Just Invest, LLC
- 2014 -2021 Board Member and Investor @
- 2017 -2019 Advisor @ MasonPay
- 2015 -2019 Advisor and Investor @
- 2015 -2019 Advisor and Investor @
- 2016 -2018 Council Member @
- 2014 -2015 Partner @
- 2012 -2014 Chairman and Founder @ Convergent Wealth Advisors
- 1994 -2012 CEO and Founder @ Convergent Wealth Advisors
- 2011 -2014 Chairman @ Independence.com
- 2012 -2013 Co-Founder @
- 1996 -2007 Founder @ Fortigent, LLC
- 1998 -2004 Partner @
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, 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 on RocketReach.
Looking for a different Steve Lockshin?
Find contact details for 700 million professionals.
Others Named Steve Lockshin
Steve Lockshin
Founder
Rockville, MD
Top Vanilla Employees
Hope Chau
VP, Associate General Counsel
San Diego, CA, US
Karen Nachbar
Chief Legal Officer
New York, United States
Cree Flory
Director of Engineering
State College, PA, US
Sasha Korobko
Director of Engineering
Chicago, IL, US
Sarah Marriott
Director of Sales, Advisor Solutions
Los Angeles, CA, US
Steve Lockshin
Founder
Rockville, MD
TJ Jann
Sr. Director, Enterprise Sales
New York, NY, US
Gene Farrell
President and CEO
United States
Lisa Toerner
Vice President of Product Management
Chicago, IL, US
Sarah McDaniel
Head of Enterprise Enablement
New York, NY, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co