Steve Wylam Email & Phone Number
Co-Founder, Chief Operating Officer @ Shepherd Financial, LLC
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Steve Wylam Location
- Indianapolis, IN, US
Steve Wylam Work
- Co-Founder, Chief Operating Officer @ (January 2015 - Present)
- Co-Founder @ 401K TEAM @ CAMI, LLC (January 2004 - December 2014)
- Partner @ (January 1988 - December 2014)
Steve Wylam Education
- Purdue University
BS (Financial Counseling and Planning)
1983-1987
Steve Wylam Skills
- 401(k) Retirement Savings Plans
- 401(k) Rollovers
- 401k
- Asset Allocation
- Asset Management
- Business Development
- Certified Financial Planner
- Customer Retention
- Customer Service
- ERISA
- Employee Benefits
- Estate Planning
- Fiduciary Management
- Fiduciary Services
- Financial Advisory
- Financial Services
- IRAs
- Investment Advisory
- Investment Management
- Investment Portfolios
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Retirement Readiness
- Strategic Financial Planning
- Successful Participant Outcomes
- Wealth Accumulation
- Wealth Management
- Strategic Planning
- Strategy
- Entrepreneurship
- Business Strategy
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Steve Wylam Summary
- Steve Wylam, based in Indianapolis, IN, US, is currently a Co-Founder, Chief Operating Officer at Shepherd Financial, LLC. Steve Wylam brings experience from previous roles at 401K TEAM @ CAMI, LLC and Capital Analysts Of TheMidwest. Steve Wylam holds a 1983 - 1987 BS in Financial Counseling and Planning @ Purdue University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401(k) Rollovers, 401k, Asset Allocation, Asset Management and more. Steve Wylam has 2 emails and 1 mobile phone numbers on RocketReach.
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