Steve Valeri Email & Phone Number
Managing Director, Financial Advisor at Truist Investment Services, Inc. @ Truist Wealth
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Steve Valeri Location
- Tampa, FL, US
Steve Valeri Work
- 2021 -now Managing Director, Financial Advisor at Truist Investment Services, Inc. @
- 2016 -2021 Senior Vice President, Private Financial Advisor @ SunTrust Investment Services, Inc.
- 2013 -2016 Financial Advisor and and First Vice President, Investments @ Raymond James and Associates
- 2008 -2013 FInancial Advisor and and First Vice President, Investments @ Morgan Keegan
- 2004 -2008 Financial Advisor and and First Vice President, Investments @
- 1994 -2004 Financial Advisor and and Vice President, Investments @ Smith Barney
Steve Valeri Education
- University of South Florida
Bachelor's Degree (Business - Accounting / Finance)
1977-1981 - Henry B. Plant High School
High School (General)
1972-1974
Steve Valeri Skills
- Microsoft Excel
- Leadership
- Portfolio Management
- Microsoft Office
- Investments
- Shopping Centers
- Investment Advice
- Location Intelligence
- Wealth Planning
- Dispositions
Steve Valeri Summary
- Steve Valeri, based in Tampa, FL, US, is currently a Managing Director, Financial Advisor at Truist Investment Services, Inc. at Truist Wealth. Steve Valeri brings experience from previous roles at SunTrust Investment Services, Inc., Raymond James and Associates, Morgan Keegan and Wachovia Securities Financial Network. Steve Valeri holds a 1977 - 1981 Bachelor's Degree in Business - Accounting / Finance @ University of South Florida. With a robust skill set that includes Microsoft Excel, Leadership, Portfolio Management, Microsoft Office, Investments and more. Steve Valeri has 1 emails and 1 mobile phone numbers on RocketReach.
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