Steve Powers Email & Phone Number
Wealth Advisor
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Steve Powers Location
- Charlotte, NC, US
Steve Powers Work
- Wealth Advisor @ Carnegie Private Wealth (October 2026 - Present)
- Wealth Advisor @ (January 2020 - July 2026)
- Senior Product Specialist, Intermediary Markets, Portfolio Specialist @ (November 2014 - July 2019)
- Field Wholesaler @ (January 2013 - November 2014)
- Western Territory Manager - Institution Services @ (June 2010 - December 2012)
- Product Specialist @ Evergreen Investment Management (January 2004 - December 2009)
Steve Powers Education
-
B.A. (Economics)
1989-1993 - North Carolina State University
Bachelor of Arts (Economics; Business Administration; Finance)
1989-1993
Steve Powers Skills
- Sales
- Fixed Income Strategies
- Equity Strategies
- Mutual Funds
- Fixed Income
- Portfolio Management
- Investments
- Alternative Investments
- Wealth Management
- Investment Management
- Retirement Planning
- Securities
- Equities
- Investment Advisory
- CRM
- Business Development
- Business Strategy
- Estate Planning
- Competitive Analysis
- Financial Planning
- Fixed Annuities
- Wholesale
- ETFs
- Separately Managed Accounts
- Wealth Management Services
- Closed-end Funds
- Relationship Management
- New Business Development
- Estate Tax Planning
- Family Offices
- Financial Markets
- Insurance
- Selling Businesses
- Closed End Funds
Steve Powers Summary
- Steve Powers, based in Charlotte, NC, US, is currently a Wealth Advisor at Carnegie Private Wealth. Steve Powers brings experience from previous roles at CLA (CliftonLarsonAllen), Aegon Asset Management, Incapital and LPL Financial. Steve Powers holds a 1989 - 1993 B.A. in Economics. With a robust skill set that includes Sales, Fixed Income Strategies, Equity Strategies, Mutual Funds, Fixed Income and more. Steve Powers has 3 emails and 5 mobile phone numbers on RocketReach.
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