Steven Leon Email & Phone Number
Wealth Client Relationship Manager @ TIAA
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Steven Leon Location
- Charlotte, NC, US
Steven Leon Work
- Wealth Client Relationship Manager @ (May 2023 - Present)
- Licensed Financial Consultant @ (May 2021 - May 2023)
- Customer Success Specialist 3 @ (September 2020 - May 2021)
- Staff Accountant @ (January 2020 - April 2020)
- Market Suport Representative (Release Liner Division) @ (February 2017 - May 2019)
- Inventory and Deployment Analyst (Contract) @ (August 2016 - February 2017)
- Purchasing Analyst (Contract) @ Konica Minolta Business Solutions U.S.A., Inc. (May 2016 - July 2016)
- YSA @ (March 2016 - May 2016)
- Inventory Control Coordinator ( Lead) @ (December 2014 - March 2016)
- Logistics Coordinator @ (October 2010 - July 2014)
Steven Leon Education
- University of North Carolina Wilmington 2025-2027
- William Paterson University of New Jersey
Bachelor's degree (Finance, General)
2012-2016
Steven Leon Skills
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Teamwork
- Time Management
- Customer Service
- Access
- Data Analysis
- Team Leadership
- Public Speaking
- Supervisory Skills
- Leadership
- Research
- Financial Analysis
- Event Planning
- Management
- Outlook
- Social Networking
- Social Media
Steven Leon Summary
- Steven Leon, based in Charlotte, NC, US, is currently a Wealth Client Relationship Manager at TIAA. Steven Leon brings experience from previous roles at TIAA, Wells Fargo, Miller McNeish & Breedlove, PA and Mondi Group. Steven Leon holds a 2025 - 2027 University of North Carolina Wilmington. With a robust skill set that includes Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork and more. Steven Leon has 3 emails and 4 mobile phone numbers on RocketReach.
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