Steven Benjamin Email & Phone Number
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Steven Benjamin Location
- Atlanta, GA, US
Steven Benjamin Work
- 2024 -now Partner @
- 2023 -2024 Senior Portfolio Advisor @
- 2019 -2023 Partner @
- 2012 -2019 Associate Partner @
- 2007 -2012 Director @ Rogerscasey
- 2006 -2007 Commercial Associate @ GE Commercial Finance
- 2005 -2006 Relationship Officer @
- 2000 -2005 Associate Client Account Manager @
Steven Benjamin Education
- Emory University - Goizueta Business School
MBA
2011-2014 - Arizona State University
BS (Finance)
1995-2000
Steven Benjamin Skills
- Mathematics
- Estate Planning
- Series 63
- Responsibility
- Consulting
- Attorneys
- Market
- Talking
- Accounting
- Pensions
- Fixed Income
- Execution
- DCF
- C
- Nasd
- Member Of A Team
- Portfolio
- Algebra
- Linear
- Differential Equations
- Calculus
- Trust
- Tax Planning
- Fiduciary Services
- Net
- Portfolio Management
- Financial Modeling
- New York
- Foundation
- Investments
- Communication
- Market Research
- Modeling
- Ctfa
- Guidelines
- Finance
- Asset Allocation
- Reports
- Charter
- Institutions
- Strategy
- Equities
- Arizona
- Wealth Management
- Renovation
- Trustees
- Indexes
- Strategies
- Sophisticated
- Families
- Diversification
- Microsoft Excel
- Asset Management
- New Business Development
- Asset
- Social Influence
- Monte Carlo
- Financial Analysis
- Financial Research
- Private Equity
- Management
- Financial Statements
- Insurance Planning
- American
- Research
- Broad Experience
- Conceptual Modeling
- Tempe
- Thinking
- Support Staff
- Funding
- Ultra
- Venture Capital
- Statistics
- CRM
- Series 7
- Securities
- Analysis
- Investment Management
- Chartered Financial Analyst
- Internal Audit
- .NET
Steven Benjamin Summary
- Steven Benjamin, based in Atlanta, GA, US, is currently a Partner at Aon. Steven Benjamin brings experience from previous roles at Northern Trust Wealth Management, Aon, Aon Hewitt Investment Consulting and Rogerscasey. Steven Benjamin holds a 2011 - 2014 MBA @ Emory University - Goizueta Business School. With a robust skill set that includes Mathematics, Estate Planning, Series 63, Responsibility, Consulting and more. Steven Benjamin has 1 emails and 2 mobile phone numbers on RocketReach.
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