Steven Hafner Email & Phone Number

Managing Partner, COO Private Client Services @ True Alpha Wealth Management

5 free lookup(s).

Steven Hafner Location

Ohio, United States

Steven Hafner Work

2020 - now Managing Partner, COO Private Client Services @ True Alpha Wealth Management
2015 - 2020 Vice President-Wealth Management @ UBS Group AG
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2003 - 2015 Vice President, Senior Financial Consultant, Accredited Investment Fiduciary @ Citizens

2000 - 2003 Financial Consultant, Certified Financial Manager @ Merrill Lynch
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1997 - 2000 Financial Advisor @ Wells Fargo
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Steven Hafner Education

The Ohio State University Fisher College of Business
Business Administration

Steven Hafner Skills

Investments
Retirement Planning
Finance

Series 7
Financial Services
Financial Planning
Wealth Management
Business Planning
Asset Allocation
Investment Strategies

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Steven Hafner Summary

Steven Hafner, based in Ohio, United States, is currently a Managing Partner, COO Private Client Services at True Alpha Wealth Management. Steven Hafner brings experience from previous roles at UBS, Citizens Bank, Merrill Lynch and Prudential Securities. Steven Hafner holds a Business Administration @ The Ohio State University Fisher College of Business. With a robust skill set that includes Investments, Retirement Planning, Finance, Series 7, Financial Services and more. Steven Hafner has 1 emails and 2 mobile phone numbers on RocketReach.

Steven Hafner Emails

Found 1 emails

@gmail.com

Steven Hafner Phone Numbers

Found 4 phone numbers

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Steven Hafner

Managing Partner, COO Private Client Services at True Alpha Wealth Management

Ohio, United States
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