Steve Mateo Email & Phone Number
Relationship Manager @ Wealthcare
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Steve Mateo Location
- Skippack, PA, US
Steve Mateo Work
- 2023 -now Relationship Manager @
- 2022 -2023 Business Development Associate @
- 2018 -2023 Field Trainer @
- 2021 -2022 Platform Specialist @
- 2013 -2018 Client Service Specialist @ Kalejta Financial Management
- 2007 -2013 Quality Control Analyst, Operations Analyst, Global Wealth Platform Analyst @ SEI Investment
- 2007 -2013 Financial Services Professional @
- 2004 -2007 Shareholder Services @
- 2004 -2004 Call Center Representative @
- 2003 -2003 Bank Teller @
Steve Mateo Education
- 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
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 @ University of Arizona Global Campus. With a robust skill set that includes Finance, Bilingual-Spanish, Customer Service, Tax, Trading and more. Steve Mateo has 4 emails and 2 mobile phone numbers on RocketReach.
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