Steve Wittenberg Email & Phone Number
Managing Director - Legacy and Philanthropic Planning, SEI Private Wealth Advice and Solutions @ SEI
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Steve Wittenberg Location
- Lafayette Hill, PA, US
Steve Wittenberg Work
- 2011 -now Managing Director - Legacy and Philanthropic Planning, SEI Private Wealth Advice and Solutions @
- 2009 -now Acting Executive Director, President and Treasurer @ Spells Writing Lab, Inc.
- 2010 -now Licensed Real Estate Broker @ XCEL Property Group, LLC
- 2005 -2011 Associate (Law) and Managing Associate (Tax) and Business Development Consultant @
- 2001 -2005 Manager R and D Tax and Senior Corporate Tax @
- 2000 -2000 Legal Intern @ EXELON CORP. - PECO ENERGY
- 1995 -2000 Tax Analyst and Assistant to State Tax Manager @ ROHM AND HAAS COMPANY
- 1999 -1999 Tax Intern and Staff Consultant and Legal Researcher @ KPMG LLC
Steve Wittenberg Education
- Temple University - James E. Beasley School of Law
JD and LLM in Tax (Law)
1998-2010 - Fox School of Business at Temple University
MBA (Legal Studies)
1998-2001 - Drexel University's LeBow College of Business
BS in Business Administration (Concentration in Finance and Marketing)
1993-1998
Steve Wittenberg Skills
- Communication
- Leadership
- Salesforce.com
- Organization Skills
- New Business Development
- Wealth Preservation Planning
- Family Offices
- Private Clients
- Private Wealth Management
- Family Communication
- High Net Worth Individuals
- Wealth Management
- Estate Planning
- Cross-functional Team Leadership
- Risk Management
- Business Development
- Finance
- Philanthropy
- Trusts
- Non-profits
- Tax Law
- Succession Planning
- Tax
- Wills
- Income Tax
- Tax Advisory
- Living Trusts
- Tax Preparation
- Tax Research
- QuickBooks
- Individual Taxation
- Real Estate
- Financial Planning
- Corporate Tax
- Small Business
- Strategic Financial Planning
- Transactional Law
- Business Formation
- Limited Partnerships
- Tax Compliance
- Estate Administration
- Estate Tax Planning
- Partnership Taxation
- Charitable Trusts
- Gift Tax
- Foundations
- Financial Services
- Mentoring
- Fundraising
- Solution Development
Steve Wittenberg Summary
- Steve Wittenberg, based in Lafayette Hill, PA, US, is currently a Managing Director - Legacy and Philanthropic Planning, SEI Private Wealth Advice and Solutions at SEI. Steve Wittenberg brings experience from previous roles at Spells Writing Lab, Inc., XCEL Property Group, LLC, DRUCKER & SCACCETTI and DELOITTE, LLP. Steve Wittenberg holds a 1998 - 2010 JD and LLM in Tax in Law @ Temple University - James E. Beasley School of Law. With a robust skill set that includes Communication, Leadership, Salesforce.com, Organization Skills, New Business Development and more. Steve Wittenberg has 5 emails and 1 mobile phone numbers on RocketReach.
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