Steve Wilt Email & Phone Number
Principal I Financial Advisor @ CAPTRUST
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Steve Wilt Location
- Akron, OH, US
Steve Wilt Work
- Principal I Financial Advisor @ (January 2009 - Present)
- Senior Vice President, Financial Advisor @ (January 2009 - Present)
- Senior VP, Financial Advisor @ (June 1988 - January 2009)
Steve Wilt Education
- The University of Akron
BA (Business, International Marketing)
1982-1987
Steve Wilt Skills
- 401k
- Asset Allocation
- Asset Managment
- Financial Risk
- Investment Strategies
- Non-Qualified Deferred Compensation
- Pensions
- Philanthropy
- Public Speaking
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Wealth Accumulation
- endowment and foundation
- non qualified plans
- Strategy
- Non Qualified Deferred Compensation
- Team Building
- Customer Service
- Sales
- Microsoft Excel
- Nonprofits
- Business Development
Steve Wilt Summary
- Steve Wilt, based in Akron, OH, US, is currently a Principal I Financial Advisor at CAPTRUST Financial Advisors. Steve Wilt brings experience from previous roles at CAPTRUST Financial Advisors and Merrill Lynch. Steve Wilt holds a 1982 - 1987 BA in Business, International Marketing @ The University of Akron. With a robust skill set that includes 401k, Asset Allocation, Asset Managment, Financial Risk, Investment Strategies and more. Steve Wilt has 2 emails and 1 mobile phone numbers on RocketReach.
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