Steven Gillespie Email & Phone Number
Wealth Advisor, Delta Community Retirement and Investment Services @ Delta Community Credit Union
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Steven Gillespie Location
- Atlanta, GA, US
Steven Gillespie Work
- 2023 -now Wealth Advisor, Delta Community Retirement and Investment Services @
- 2019 -2023 LPL Associate Advisor, Delta Community Retirement and Investment Services @
- 2018 -2018 Digital Servicing Advisor @
- 2015 -2018 Operations Manager @
- 2011 -2015 Business Analyst @
- 2009 -2011 Coordinator @
- 2009 -2009 Investments Intern @
- 2008 -2009 Accounting Intern @
Steven Gillespie Education
- Clayton State University
BBA (Accounting & Finance)
2003-2009
Steven Gillespie Skills
- Leadership
- Uniform Combined State Law
- Microsoft Word
- Data Analysis
- PowerPoint
- Investments
- Microsoft Excel
- Accounting
- Change Management
- Finance
- Process Improvement
- Customer Service
- Strategic Planning
- Prezi
- Insurance
- Smartoffice
- Series 7
- Securities
- Uniform Combined State
Steven Gillespie Summary
- Steven Gillespie, based in Atlanta, GA, US, is currently a Wealth Advisor, Delta Community Retirement and Investment Services at Delta Community Credit Union. Steven Gillespie brings experience from previous roles at Delta Community Credit Union and Delta Community Retirement & Investment Services. Steven Gillespie holds a 2003 - 2009 BBA in Accounting & Finance @ Clayton State University. With a robust skill set that includes Leadership, Uniform Combined State Law, Microsoft Word, Data Analysis, PowerPoint and more. Steven Gillespie has 1 emails and 1 mobile phone numbers on RocketReach.
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