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
- Financial Planner, Retirement Income Specialist @ (February 2014 - Present)
- Executive Board Member @ (January 2006 - Present)
- Economic Develeopment @ (January 2013 - Present)
- Outstanding Member @ BNI Fastrackers (January 2009 - March 2019)
- Financial Advisor @ (June 2006 - January 2014)
- Facilitator @ Geist Employment Network Alliance (March 2001 - October 2013)
- Member @ Truth at Work (January 2009 - January 2011)
- Global Marketing @ (May 2004 - November 2004)
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 1 emails and 2 mobile phone numbers on RocketReach.
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