Steven Houle Email & Phone Number
Financial Professional @ Fidelity Investments
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Steven Houle Location
- Portsmouth, NH, US
Steven Houle Work
- 2011 -now Financial Professional @
- 2009 -2010 Licensed Specialist @
- 2008 -2009 Loaned Executive @
Steven Houle Education
- Yale School of Management
CPWA® program (Wealth Management Theory & Practice)
2020-2021 - University of New Hampshire Peter T. Paul College of Business and Economics
Master of Business Administration (MBA)
2016-2018 - Merrimack College
Certificate of Advanced Financial Planning (Finance and Financial Management Services)
2013-2014 - Pinkerton Academy 2001-2005
Steven Houle Skills
- Marketing
- Customer Service
- Sales
- Mutual Funds
- Fundraising
- Microsoft Excel
- Financial Planning
- Microsoft Office
- Financial Services
- Leadership
- Team Building
- Insurance
- Investments
- Series 63
- Series 7
- Retirement Planning
- Outlook
- PowerPoint
- Microsoft Word
- Portfolio Management
- Managing Finances
- Strategic Financial Planning
Steven Houle Summary
- Steven Houle, based in Portsmouth, NH, US, is currently a Financial Professional at Fidelity Investments. Steven Houle brings experience from previous roles at State Farm Agent and Granite United Way. Steven Houle holds a 2020 - 2021 CPWA® program in Wealth Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Marketing, Customer Service, Sales, Mutual Funds, Fundraising and more. Steven Houle has 2 emails on RocketReach.
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