Steve Weiner Email & Phone Number
Senior Wealth Advisor @ Advisors Capital Management
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Steve Weiner Location
- Hartford, CT, US
Steve Weiner Work
- Senior Wealth Advisor @ (January 2019 - Present)
- Regional Director @ PBMG, Ltd. Wealth Management (January 2017 - January 2019)
- Director, Finance – Corporate Finance and Information Technology @ (January 2015 - January 2016)
- Global Finance Manager, IT Finance @ (January 2010 - January 2015)
- Financial Controller @ (January 2006 - January 2010)
- Cost Reduction Leader @ (January 2003 - January 2006)
- Manager Strategy, Planning and Analysis @ (January 2000 - January 2003)
Steve Weiner Education
- University of Virginia Darden School of Business
MBA (Finance)
- Brandeis University
Bachelor of Arts (BA) (Economics, Computer Science Minor, Cum Laude)
Steve Weiner Skills
- Analysis
- Analytical Skills
- Business Development
- Business Planning
- Business Process Improvement
- Contract Management
- Contract Negotiating
- Cost Reduction
- Cross-functional Team Leadership
- Estate Planning
- Fiduciary
- Finance
- Finance Management
- Financial Advisory
- Financial Analysis
- Financial Planning
- Forecasting
- Investment Management
- Investments
- Leadership
- Management
- Mergers & Acquisitions
- Operational Due Diligence
- Personal Financial Planning
- Process Improvement
- Retirement Planning
- Strategic Planning
- Strategy
- Wealth
- Wealth Management
- Social Media
- Windows Server
- SQL
- Cross Functional Team Leadership
- Budget Management
- Accounting
- ITIL
- Mergers and Acquisitions
Steve Weiner Summary
- Steve Weiner, based in Hartford, CT, US, is currently a Senior Wealth Advisor at Advisors Capital Management. Steve Weiner brings experience from previous roles at PBMG, Ltd. Wealth Management, Alexion Pharmaceuticals, Inc., United Technologies and Pratt & Whitney. Steve Weiner holds a MBA in Finance @ University of Virginia Darden School of Business. With a robust skill set that includes Analysis, Analytical Skills, Business Development, Business Planning, Business Process Improvement and more. Steve Weiner has 2 emails and 1 mobile phone numbers on RocketReach.
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