2003 -
now Founder and President @ Northwest Capital Financial Group, LLC
1999 -
now Board Member and Executive Committee @ United Way of Henry County
1994 -
2003 Vice President and Regional Manager @ NatCity Investments, Inc.
Steve Small Education
University of Toledo 1989
-
1991
University of Dayton
(Mathematics)
1988
-
1989
Steve Small Skills
Customer Service
Public Speaking
Leadership
Education Admissions
Social Media
Business Development
Estate Planning
Portfolio Management
FINRA
Strategic Financial Planning
Investment Strategies
Risk Management
Asset Management
Salesforce.com
Retirement
401k
Investment Management
Strategic Planning
Asset Allocation
Investment Advisory
Asset Managment
Retirement Planning
Mutual Funds
Series 7
Steve Small Summary
Steve Small, based in Napoleon, OH, US, is currently a Founder and President at Northwest Capital Financial Group, LLC. Steve Small brings experience from previous roles at United Way of Henry County and NatCity Investments, Inc.. Steve Small holds a 1989 - 1991 University of Toledo. With a robust skill set that includes Customer Service, Public Speaking, Leadership, Education Admissions, Social Media and more. Steve Small has 1 mobile phone numbers on RocketReach.
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