Steve Philpott Email & Phone Number
Managing Director and Investment Advisor Representative
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Steve Philpott Location
- Duluth, GA, US
Steve Philpott Work
- 2014 -now Managing Director and Investment Advisor Representative @ Kenwick Advisors
- 2010 -2014 Financial Advisor @
- 2009 -2010 Managing Director @ Wilberforce Capital Advisors, LLC
- 2005 -2009 Senior Vice President, Corporate Lending Division @ GE Commercial Finance
- 2002 -2005 Director, Leveraged Capital Division @ Wachovia Bank, NA
- 1999 -2002 Senior Vice President, Leveraged Finance Division @
- 1994 -1999 Vice President @ First Union Capital Markets Corp.
- 1984 -1994 Assistant Vice President @ First Union Commercial Corporation
Steve Philpott Education
- University of North Carolina at Charlotte - Belk College of Business
BA (Business Administration)
1977-1981
Steve Philpott Skills
- Microsoft Office
- Financial Advisory
- Portfolio Management
- Advisory
- Banking
- Customer Service
- Financial Analysis
- Sales
- Financial Reporting
- Financial Modeling
- Investments
- Project Management
Steve Philpott Summary
- Steve Philpott, based in Duluth, GA, US, is currently a Managing Director and Investment Advisor Representative at Kenwick Advisors. Steve Philpott brings experience from previous roles at Capstone Financial, Wilberforce Capital Advisors, LLC, GE Commercial Finance and Wachovia Bank, NA. Steve Philpott holds a 1977 - 1981 BA in Business Administration @ University of North Carolina at Charlotte - Belk College of Business. With a robust skill set that includes Microsoft Office, Financial Advisory, Portfolio Management, Advisory, Banking and more. Steve Philpott has 3 emails and 3 mobile phone numbers on RocketReach.
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