Steve Mateo Email & Phone Number
Relationship Manager @ Wealthcare
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Steve Mateo Location
- Skippack, PA, US
Steve Mateo Work
- Relationship Manager @ (May 2023 - Present)
- Business Development Associate @ (January 2022 - April 2023)
- Field Trainer @ (February 2018 - April 2023)
- Platform Specialist @ (September 2021 - January 2022)
- Client Service Specialist @ Kalejta Financial Management (December 2013 - January 2018)
- Quality Control Analyst, Operations Analyst, Global Wealth Platform Analyst @ SEI Investment (July 2007 - August 2013)
- Financial Services Professional @ (July 2007 - August 2013)
- Shareholder Services @ (November 2004 - July 2007)
- Call Center Representative @ (February 2004 - November 2004)
- Bank Teller @ (January 2003 - June 2003)
Steve Mateo Education
- The University of Arizona Global Campus
Bachelor of Arts - BA (Finance, General)
2020-2022 - Cittone Institute
Medical Certified (Medical Administrative/Executive Assistant and Medical Secretary)
2003-2004 - University of Phoenix
Bachelor Degree (Finance)
Steve Mateo Skills
- Finance
- Bilingual-Spanish
- Customer Service
- Tax
- Trading
- Sales
- Access
- Microsoft Excel
- Call Centers
- Microsoft Office
- Analytical Skills
- Life & Health Insurance Licenses
- Mutual Funds
- Financial Services
- Banking
- Time Management
- Organization Skills
- Inside Sales
Steve Mateo Summary
- Steve Mateo, based in Skippack, PA, US, is currently a Relationship Manager at Wealthcare Capital Management. Steve Mateo brings experience from previous roles at Envestnet, Inc and Kalejta Financial Management. Steve Mateo holds a 2020 - 2022 Bachelor of Arts - BA in Finance, General @ The University of Arizona Global Campus. With a robust skill set that includes Finance, Bilingual-Spanish, Customer Service, Tax, Trading and more. Steve Mateo has 3 emails and 2 mobile phone numbers on RocketReach.
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