Steven Alexander Email & Phone Number
Certified Personal Financial Planner @ Zeiders Enterprises, Inc.
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Steven Alexander Location
- Stamford, CT, US
Steven Alexander Work
- 2015 -now Certified Personal Financial Planner @
- 2013 -2015 National Development Director @
- 2010 -2013 Certified Financial Planner and Personal Financial Educator (PFE) @
- 2008 -2009 Regional Vice President- Wealth Management and Investment Specialist @
- 2006 -2008 Vice President-Senior Wealth Advisor @
- 2000 -2006 Vice President-Senior Relationship Manager and Certified Financial Planner @
- 1996 -2000 Vice President and Senior Relationship Manager @
Steven Alexander Education
- Virginia Tech - Pamplin College of Business
MBA (Finance,Marketing)
- Virginia Tech - Pamplin College of Business
BS (BUSINESS MANAGEMENT)
- College for Financial Planning
Certified Financial Planner
Steven Alexander Skills
- Wealth Management
- Strategic Financial Planning
- Asset Managment
- Investments
- Public Speaking
- Securities
- Wealth
- Series 7
- Portfolio Management
- Personal Finance
- Business Development
- Financial Planning
- Relationship Management
- Asset Management
- Development
- Fiduciary
- Planning
- Fixed Annuities
- Prospects
- Sales
- Wealth Management Services
- Net
- Concentrations
- Fee
- Annual Reviews
- Finance
- Cannon
- Structure
- Institutional Sales
- Investment Sales
- Miami
- Business Administration
- Unbiased
- Road
- Real Estate
- Charitable Remainder Trusts
- Trusts
- Florida
- Management
- Insurance Planning
- Science
- CRM
- Allocations
- Investment Management
- Accounting
- Qualifying Prospects
- Non Profit Administration
- Distribution Strategies
- Retirement Planning
- Settlement
- Foundation
- Cell
- Atlanta
- Guardianship
- Strategy
- Cultivate
- McLean
- Terminations
- Risk Management
- New Business Development
- Nonprofits
- Affluent
- Training
- Market Value
- Certified Financial Planner
- Tax Issues
- Wills
- Business Management
- Financial Education
- Estate Law
- Advertising Agency
- Estate Planning
- CPA
- Retail
- FIX Protocol
- Business Acumen
- Virginia
- Investment Portfolio
- New Clients
- Rollovers
- Fund Accounting
- New Relationships
- Workshops
- Interactive Advertising
- Marketing
- Contractual Agreements
- Strategic Financial
- Brokers
- Presentations
- Income
- Responsibility
- Council
- Internal Audit
- Sales Process
- Obtain
- Investment Performance
- Google Groups
- Portfolio
- Trust
- Civic
- Curriculum Design
- Tax
- New York
- Financial Services
- Trustees
- Charitable Giving
- Network Communications
- Administration
- Asset
- Private Foundations
- Tax Reporting
- Capturing
- Schools
- Coordinated
Steven Alexander Summary
- Steven Alexander, based in Stamford, CT, US, is currently a Certified Personal Financial Planner at Zeiders Enterprises, Inc.. Steven Alexander brings experience from previous roles at National Financial Educators Council, LFE Institute LLC, TIAA and Bank of America. Steven Alexander holds a MBA in Finance,Marketing @ Virginia Tech - Pamplin College of Business. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Asset Managment, Investments, Public Speaking and more. Steven Alexander has 3 emails and 2 mobile phone numbers on RocketReach.
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