Steve Solomon Email & Phone Number
Managing Director, Senior Portfolio Manager @ Bank of America Private Bank
5 free lookup(s).
Steve Solomon Location
- Newport Beach, CA, US
Steve Solomon Work
- 2009 -now Managing Director, Senior Portfolio Manager @
- 2008 -2009 Managing Director and Portfolio Manager @
- 2000 -2008 VP and Senior Portfolio Manager @
- 1998 -2000 Portfolio Manager @
- 1992 -1996 Professional Baseball Player @
Steve Solomon Education
- Stanford University
BA (Economics)
1988-1992 - CFA Institute
CFA Designation
Steve Solomon Skills
- Asset Management
- Equities
- Wealth Management
- Fixed Income
- Valuation
- Banking
- High Net Worth Individuals
- Asset Allocation
- Portfolio Management
- Investments
- Investment Management
- Alternative Investments
- Investment Advisory
- Financial Analysis
- Mutual Funds
- Analytical Skill
- Microsoft Excel
- Microsoft Office
- Marketing
- Analysis
- Social Media
Steve Solomon Summary
- Steve Solomon, based in Newport Beach, CA, US, is currently a Managing Director, Senior Portfolio Manager at Bank of America Private Bank. Steve Solomon brings experience from previous roles at First Republic Bank, Bank of the West, Wells Fargo and Philadelphia Phillies. Steve Solomon holds a 1988 - 1992 BA in Economics @ Stanford University. With a robust skill set that includes Asset Management, Equities, Wealth Management, Fixed Income, Valuation and more. Steve Solomon has 2 emails and 1 mobile phone numbers on RocketReach.
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