Steve Talley Email & Phone Number
Regional Business Consultant @ Curian Capital
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Steve Talley Location
- Erie, CO, US
Steve Talley Work
- 2009 -now Regional Business Consultant @
- 2007 -now CFA Level III Candidate in CFA Institute Program @ CFA Level III Candidate in CFA Institute Program
- 2009 -2010 Financial Advisor @
- 2007 -2009 Product Specialist - ING Institutional Mkts @
- 1999 -2006 VP Capital Markets @
- 1999 -2006 Vice President @
- 2006 -2006 Associate Capital Markets @
- 2001 -2003 Vice President Capital Markets @
- 2001 -2003 Vice President Capital Markets @
- 1997 -1999 Special Products Analyst @
- 1996 -1998 Analyst @
Steve Talley Education
- University of Colorado Boulder
B.S. (Business Administration)
1992-1995 - University of Colorado Boulder
B.S (Business Administration)
1992-1995 - CFA Institute
- FINRA
(-FINRA -CFA -NYSSA -LOMA -CFA Society of Colorado)
- NYSSA
Steve Talley Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Fixed Annuities
- Fixed Income
- Executive Management
- Insurance
- Institutional
- Retirement Planning
- Valuation
- Sales
- Financial Planning
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investments
- Bloomberg
- Relationship Management
- Business Development
- Finance
- Series 6
- 401k
- Asset Allocation
- Investment Advisory
- Strategy
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- FINRA
- Investment Strategies
- Risk Management
- Asset Management
- Marketing
- Credit
- Financial Analysis
- Management
- Due Diligence
- ETFs
- Trading
- Retirement
- Options
- CRM
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Financial Markets
Steve Talley Summary
- Steve Talley, based in Erie, CO, US, is currently a Regional Business Consultant at Curian Capital LLC. Steve Talley brings experience from previous roles at CFA Level III Candidate in CFA Institute Program, Edward Jones, Investment Management and DLJ. Steve Talley holds a 1992 - 1995 B.S. in Business Administration @ University of Colorado Boulder. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Fixed Annuities, Fixed Income and more. Steve Talley has 1 emails and 2 mobile phone numbers on RocketReach.
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