Steven Kimmel Email & Phone Number
Director of Strategic Initiatives @ The Retirement Plan Company, LLC
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Steven Kimmel Location
- Jacksonville Beach, FL, US
Steven Kimmel Work
- Director of Strategic Initiatives @ (July 2024 - Present)
- Director – Institutional Sales, Retirement Plans @ (October 2021 - March 2024)
- Director – Institutional Sales, Retirement Plans @ BlueStar Retirement Services, Inc. (May 2018 - October 2021)
- Relationship Manager @ BlueStar Retirement Services, Inc. (March 2014 - May 2018)
- Operations Associate @ BlueStar Retirement Services, Inc. (October 2010 - March 2014)
Steven Kimmel Education
- University of North Florida - College of Business Administration
Finance and Financial Management Services
Steven Kimmel Skills
- 401k
- Mutual Funds
- Retirement Planning
- Employee Benefits
- Investments
- Retirement
- Financial Services
- Asset Allocation
- Investment Advisory
- Customer Service
- Finance
- Financial Modeling
- Wealth Management
- Securities
Steven Kimmel Summary
- Steven Kimmel, based in Jacksonville Beach, FL, US, is currently a Director of Strategic Initiatives at The Retirement Plan Company, LLC. Steven Kimmel brings experience from previous roles at Ameritas and BlueStar Retirement Services, Inc.. Steven Kimmel holds a Finance and Financial Management Services @ University of North Florida - College of Business Administration. With a robust skill set that includes 401k, Mutual Funds, Retirement Planning, Employee Benefits, Investments and more. Steven Kimmel has 1 emails on RocketReach.
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