Steve Mateo Email & Phone Number
Relationship Manager @ Wealthcare
5 free lookup(s).
No credit card required.
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 5 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Steve Mateo?
Find contact details for 700 million professionals.
Others Named Steve Mateo
Steve Mateo
Relationship Manager
Skippack, PA, US
Steven Mateo
Food Server
Fort Myers, FL, US
Top Wealthcare Employees
Russ Thornton
Retirement Planning for Women
Atlanta, GA, US
Jeffrey Leighton
Head of Sales
Midlothian, VA, US
Dave Loeper
CEO
Richmond, VA, US
Kevin London
SVP, Advisor
Vero Beach, FL, US
Eric Yancey
Chief Technology Officer
Elkton, VA, US
Kimberly Nichols
Director of Portfolio Operations
Richmond, VA, US
Scott Davison
Financial Planner, CFP®, CPA
Grand Rapids, MI, US
Tameron Keyes
Financial Advisor
Beverly Hills, CA, US
Matt Regan
President
Philadelphia, PA, US
Tom Roberts
Managing Director - Sales & Recruiting
Dallas, TX, US
Steve Mateo
Relationship Manager
Skippack, PA, US
Garrett Wirwille
VP
Richmond, VA, US
Rick van Zandt
CPA and PFS
Rathdrum, ID, US
Ken Kideckel
Portfolio Manager
Bryn Athyn, PA, 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