Steve Willis Email & Phone Number
Chief Financial Officer @ Succession Wealth
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Steve Willis Location
- Plymouth, England, GB
Steve Willis Work
- Chief Financial Officer @ (March 2023 - Present)
- Member Board Of Trustees, Treasurer @ (September 2021 - Present)
- Group Finance Director @ (March 2019 - March 2023)
- Head of Finance @ (March 2009 - February 2019)
- Associate Director @ (April 2006 - March 2009)
- Manager @ (January 2001 - January 2006)
Steve Willis Education
- University of Birmingham
Bachelor of Science (Psychology)
1998-2001 - King Edward VI Grammar School, Chelmsford 1991-1998
Steve Willis Skills
- Management
- Mergers and Acquisitions
- Corporate Finance
- Change Management
- Banking
- Coaching
- New Business Development
- Project Management
- Business Strategy
- Financial Analysis
- Mergers
- Recruiting
- Business Development
- Business Planning
- Performance Management
- Financial Modeling
- Private Equity
- Strategic Planning
- Financial Reporting
- Team Leadership
Steve Willis Summary
- Steve Willis, based in Plymouth, England, GB, is currently a Chief Financial Officer at Succession Wealth. Steve Willis brings experience from previous roles at Sustainable South Brent, Succession Wealth, Newcross Healthcare Solutions and Bank of Scotland Integrated Finance. Steve Willis holds a 1998 - 2001 Bachelor of Science in Psychology @ University of Birmingham. With a robust skill set that includes Management, Mergers and Acquisitions, Corporate Finance, Change Management, Banking and more. Steve Willis has 1 emails on RocketReach.
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Top Succession Wealth Employees
Claire Barker
Head of External Communications
United Kingdom
Mark Rogers
Chartered Financial Planner
Birmingham, GB
Simon Collins
Head of IT Service
Edinburgh, GB
Roger Marsden
Chief Executive Officer
Durham, GB
Steve Willis
Chief Financial Officer
Plymouth, England, GB
Jonathan Cornish-Varley
Director of Paraplanning
Norwich, England, GB
Harmesh Dhaliwal
Head of Operational Readiness
United Kingdom
Adrian Webb
General Counsel and Company Secretary
England, United Kingdom
Charlotte Turner
Head of Recruitment
Plymouth, GB
Andrew Harris
Director of Propositions
Southend-on-Sea, GB
Chris Truman
Chief Technology Officer
United Kingdom
Ben Kolmann
Head of IT Systems
Amersham, GB
Andy Foskett
Head of IT Change
Hethersett, GB
Olivia Mitchell
Head of Revenue and Income Assurance
Plymouth, England, GB
Scott Woodward
Head of Marketing
United Kingdom
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