Steve Stevens Email & Phone Number
Financial Planner, Retirement Income Specialist @ WestPoint Financial Group
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Steve Stevens Location
- Indianapolis, IN, US
Steve Stevens Work
- 2014 -now Financial Planner, Retirement Income Specialist @
- 2006 -now Executive Board Member @
- 2013 -now Economic Develeopment @
- 2009 -2019 Outstanding Member @ BNI Fastrackers
- 2006 -2014 Financial Advisor @
- 2001 -2013 Facilitator @ Geist Employment Network Alliance
- 2009 -2011 Member @ Truth at Work
- 2004 -2004 Global Marketing @
Steve Stevens Education
- Marquette University
Master of Business Administration (MBA)
1997-1999 - University of Wisconsin-Parkside
Bachelor's degree (Accounting)
1984-1988 - University of Wisconsin
(Accounting)
Steve Stevens Skills
- Customer Service
- Insurance
- Coaching
- Leadership
- Finance
- Financial Planning
- Process Improvement
- Marketing Strategy
- Fundraising
- New Business Development
- Project Management
- Public Speaking
- Microsoft Excel
- Financial Analysis
- Microsoft Office
- Leadership Development
- Non Profits
- Training
- Budgets
- Data Analysis
- Strategic Planning
- Healthcare
- Nonprofits
- Management
- Time Management
- Investments
- Community Outreach
- Marketing
- Small Business
- Financial Planners
- Strategic Financial Planning
- Sales
- Team Building
Steve Stevens Summary
- Steve Stevens, based in Indianapolis, IN, US, is currently a Financial Planner, Retirement Income Specialist at WestPoint Financial Group. Steve Stevens brings experience from previous roles at Easter Seals, Fishers Chamber of Commerce, BNI Fastrackers and Northwestern Mutual. Steve Stevens holds a 1997 - 1999 Master of Business Administration (MBA) @ Marquette University. With a robust skill set that includes Customer Service, Insurance, Coaching, Leadership, Finance and more. Steve Stevens has 2 mobile phone numbers on RocketReach.
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