Steven Joel Email & Phone Number
President
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Steven Joel Location
- Chicago, IL, US
Steven Joel Work
- President @ Leading Edge Financial Consultants, Ltd. (January 2004 - Present)
- Registered Representative @ (August 1999 - Present)
- Employee Benefits Consultant @ Steven D. Joel (January 1987 - January 2004)
- Actuarial Analyst @ Improved Funding Techniques Inc. (January 1983 - December 1986)
Steven Joel Education
- Stony Brook University
Bachelor of Science (B.S.) (Applied Mathematics & Statistics)
1980-1982 - Community College of Rhode Island
Associate of Science (AS) (Business Administration and Management)
1978-1980 - Classical High School 1969-1973
- Henry Barnard School 1961-1969
Steven Joel Skills
- Retirement Planning
- Employee Benefits
- Investments
- Insurance
- 401k
- Estate Planning
- Retirement
- Disability Insurance
- Actuarial Consulting
- Profit Sharing
- Mutual Funds
- Series 63
- Fixed Annuities
- Pensions
- Small Business
- Defined Benefit
- Financial Services
- IRAs
- College Funding
- Finance
- Pension Funds
- Leadership
- Strategic Planning
- Healthcare
- Sales
- Customer Service
- Microsoft Office
- SQL
- Long Term Care Insurance
Steven Joel Summary
- Steven Joel, based in Chicago, IL, US, is currently a President at Leading Edge Financial Consultants, Ltd.. Steven Joel brings experience from previous roles at LifeMark Securities Corp, Steven D. Joel and Improved Funding Techniques Inc.. Steven Joel holds a 1980 - 1982 Bachelor of Science (B.S.) in Applied Mathematics & Statistics @ Stony Brook University. With a robust skill set that includes Retirement Planning, Employee Benefits, Investments, Insurance, 401k and more. Steven Joel has 5 emails and 2 mobile phone numbers on RocketReach.
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Steven Joel
President
Chicago, IL, US
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