Steven Daugherty Email & Phone Number
Senior Vice President of Wealth Management @ Carnegie Investment Counsel
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Steven Daugherty Location
- Avon, OH, US
Steven Daugherty Work
- Senior Vice President of Wealth Management @ (March 2026 - Present)
- Vice President -Investment Management @ (January 2023 - March 2026)
- Retirement Solutions Advice and Financial Wellness Executive @ (May 2020 - January 2023)
- Managing Director @ (August 2013 - May 2020)
- Managing Director @ (February 2011 - August 2013)
- Vice President- Financial Consultant @ (July 2000 - February 2011)
Steven Daugherty Education
- Kent State University
Bachelor of Business Administration (B.B.A.) (Finance and Financial Management Services)
Steven Daugherty Skills
- Financial Services
- Change Management
- Leadership
- Business Analysis
- Financial Analysis
- Risk Management
- Sales
- Project Management
- Investments
- Portfolio Management
- Business Development
- Asset Management
- Sales Management
- Business Process Improvement
- Management
- Customer Service
- Executive Management
- Business Relationship Management
- Financial Management Services
- Business Administration
- Customer Acquisition
- Family Wealth Management
- Wealth Management Services
Steven Daugherty Summary
- Steven Daugherty, based in Avon, OH, US, is currently a Senior Vice President of Wealth Management at Carnegie Investment Counsel. Steven Daugherty brings experience from previous roles at PNC, SS&C Technologies and Charles Schwab. Steven Daugherty holds a Bachelor of Business Administration (B.B.A.) in Finance and Financial Management Services @ Kent State University. With a robust skill set that includes Financial Services, Change Management, Leadership, Business Analysis, Financial Analysis and more. Steven Daugherty has 3 emails and 2 mobile phone numbers on RocketReach.
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