Steve Starzec Email & Phone Number
Managing Director @ Fifth Third Wealth Advisors
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Steve Starzec Location
- Denver, CO, US
Steve Starzec Work
- 2025 -now Managing Director @
- 2013 -now Past President @ Boulder County Estate Planning Council
- 2021 -2025 Client Strategist and Senior Vice President @
- 2019 -2021 Registered Representative; Investment Advisor Representative; Insurance Representative @ MidFirst Investment Services
- 2018 -2021 Boulder Regional Manager Private Wealth Management @
- 2014 -2018 Market Leader and VP CWS® @
- 2009 -2013 VP and Sr. Private Client Advisor @
- 2007 -2009 VP and Northern Colorado Manager CTFA® @
- 2008 -2011 Past President @ Estate Planning Council of SE Denver
- 2009 -2010 Past President @ Centennial Estate Planning Council
- 2006 -2007 VP and Relationship Manager CTFA ® @ First National Bank of Colorado
- 2000 -2006 VP and Sr. Trust Officer CTFA® CPA @
- 1991 -2000 Audit Specialist CPA @
- now Staff Accountant @
Steve Starzec Education
- University of Colorado Denver
MS (Finance)
1995-1998 - Uniwersytet im. Adama Mickiewicza w Poznaniu
(Finance and Economics)
1990-1990 - Doane University
BA (Football, Student Council, Delta Kappa Pi Fraternity)
1986-1990 - Scotus Central Catholic Jr High School 1983-1986
Steve Starzec Skills
- Trust Services
- Services
- Investment Advisory
- Accounting
- Insurance
- Portfolio Management
- Wealth Management
- Consumer Lending
- Estate Planning
- Mutual Funds
- Strategic Planning
- Wealth Management Services
- Loans
- Series 7
- Net
- Investments
- High Net Worth Individuals
- Retirement Planning
- Financial Services
- Forecasting
- Private Banking
- New Business Development
- Securities
- Planning
- Training
- Banking
- Financial Analysis
- Investment Management
- Asset Allocation
- Succession Planning
- Leadership
- Networking
- Communication
- Mortgage Lending
- Finance
- Credit
Steve Starzec Summary
- Steve Starzec, based in Denver, CO, US, is currently a Managing Director at Fifth Third Wealth Advisors. Steve Starzec brings experience from previous roles at Boulder County Estate Planning Council, BNY Wealth, MidFirst Investment Services and MidFirst Bank. Steve Starzec holds a 1995 - 1998 MS in Finance @ University of Colorado Denver. With a robust skill set that includes Trust Services, Services, Investment Advisory, Accounting, Insurance and more. Steve Starzec has 1 emails and 1 mobile phone numbers on RocketReach.
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